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Nebula Research & Development LLC

SEC CIK
0001792635
最新申報
2026/5/15

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
779
較 2024 年第 1 季 +76
總值
$6.18 億
較 2024 年第 1 季 +$1.53 億 (+33.0%)
申報日
2024/8/14
SEC
Nebula Research & Development LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BDXBecton Dickinson & CoStock12,118$283.2 萬0.5%+12,118新進歷史
TMOThermo Fisher Scientific Inc.Stock5,114$282.8 萬0.5%+3,801+289.5%加碼歷史
BACBank of America CorpStock71,021$282.5 萬0.5%+71,021新進歷史
KOCoca Cola CoStock44,284$281.9 萬0.5%+44,284新進歷史
GDGeneral Dynamics CorpStock9,708$281.7 萬0.5%+8,789+956.4%加碼歷史
ORCLOracle CorpStock19,899$281.0 萬0.5%+7,894+65.8%加碼歷史
KEYSKeysight Technologies, Inc.Stock20,496$280.3 萬0.5%+20,496新進歷史
HLNEHamilton Lane INCCL A22,668$280.1 萬0.5%+18,633+461.8%加碼歷史
DARDarling Ingredients Inc.COM76,060$279.5 萬0.5%+76,060新進歷史
ANETArista Networks, Inc.COM7,973$279.4 萬0.5%+5,358+204.9%加碼歷史
PMPhilip Morris International Inc.Stock26,898$272.6 萬0.4%+3,477+14.8%加碼歷史
WTSWatts Water Technologies IncCL A14,673$269.1 萬0.4%+8,072+122.3%加碼歷史
MDTMedtronic plcStock33,157$261.0 萬0.4%+23,084+229.2%加碼歷史
AAPLApple Inc.Stock12,153$256.0 萬0.4%+12,153新進歷史
VLTOVeralto CorpStock26,624$254.2 萬0.4%+16,244+156.5%加碼歷史
TRVTravelers Companies, Inc.Stock12,413$252.4 萬0.4%+12,413新進歷史
CMECME Group Inc.COM12,722$250.1 萬0.4%+10,677+522.1%加碼歷史
WTWWillis Towers Watson PLCSHS9,492$248.8 萬0.4%+7,376+348.6%加碼歷史
IOSPInnospec Inc.COM20,032$247.6 萬0.4%+11,189+126.5%加碼歷史
CWCurtiss Wright CorpStock9,125$247.3 萬0.4%+4,117+82.2%加碼歷史
SEICSEI Investments CoCOM38,123$246.6 萬0.4%+38,123新進歷史
KFYKorn FerryCOM NEW36,466$244.8 萬0.4%+36,466新進歷史
MKLMarkel Group Inc.COM1,539$242.5 萬0.4%+1,539新進歷史
DTDynatrace, Inc.Stock53,731$240.4 萬0.4%+39,448+276.2%加碼歷史
FERGFerguson Enterprises Inc.SHS12,288$238.0 萬0.4%+7,017+133.1%加碼歷史
IBPInstalled Building Products, Inc.COM11,523$237.0 萬0.4%+7,719+202.9%加碼歷史
TREXTrex Co IncCOM31,857$236.1 萬0.4%+31,857新進歷史
HESMHess Midstream LPCL A SHS64,268$234.2 萬0.4%+64,268新進歷史
MMSMaximus, Inc.COM27,238$233.4 萬0.4%+17,424+177.5%加碼歷史
PPGPPG Industries IncStock18,515$233.1 萬0.4%+18,515新進歷史
ETNEaton Corp plcStock7,396$231.9 萬0.4%+7,396新進歷史
ITCIIntra-Cellular Therapies, Inc.COM33,672$230.6 萬0.4%+33,672新進歷史
OVVOvintiv Inc.COM49,136$230.3 萬0.4%+23,503+91.7%加碼歷史
SKTTanger Inc.COM84,907$230.2 萬0.4%+84,907新進歷史
ROSTRoss Stores, Inc.COM15,764$229.1 萬0.4%+1,228+8.4%加碼歷史
MRKMerck & Co., Inc.Stock18,344$227.1 萬0.4%+18,344新進歷史
SPOTSpotify Technology S.A.Stock7,222$226.6 萬0.4%+652+9.9%加碼歷史
TRMBTrimble Inc.COM40,077$224.1 萬0.4%+40,077新進歷史
MSMorgan StanleyStock22,755$221.2 萬0.4%+22,755新進歷史
SKXSkechers USA IncCL A31,036$214.5 萬0.3%+26,430+573.8%加碼歷史
BLKBlackRock, Inc.COM2,682$211.2 萬0.3%+2,682新進歷史
UNHUnitedHealth Group IncStock4,143$211.0 萬0.3%−220−5.0%減碼歷史
TFXTeleflex IncCOM9,983$210.0 萬0.3%+9,983新進歷史
APPAppLovin CorpCOM CL A25,044$208.4 萬0.3%+25,044新進歷史
PGProcter & Gamble CoStock12,620$208.1 萬0.3%+12,620新進歷史
GLNGGolar LNG LtdSHS66,317$207.9 萬0.3%−19,976−23.1%減碼歷史
CECelanese CorpStock15,354$207.1 萬0.3%+15,354新進歷史
CICigna GroupStock6,237$206.2 萬0.3%+6,237新進歷史
AMZNAmazon Com IncStock10,636$205.5 萬0.3%+10,636新進歷史
PDCOPatterson Companies, Inc.COM84,431$203.6 萬0.3%+58,910+230.8%加碼歷史
BRSLBrightstar Lottery PLCSHS USD99,055$202.7 萬0.3%+3,990+4.2%加碼歷史
WIXWix.com Ltd.SHS12,730$202.5 萬0.3%+12,730新進歷史
WABWestinghouse Air Brake Technologies CorpStock12,752$201.5 萬0.3%+7,119+126.4%加碼歷史
WDAYWorkday, Inc.CL A9,013$201.5 萬0.3%+9,013新進歷史
RMBSRambus IncCOM34,209$201.0 萬0.3%+34,209新進歷史
WCNWaste Connections, Inc.COM11,366$199.3 萬0.3%+11,366新進歷史
NTRNutrien Ltd.COM38,902$198.1 萬0.3%+19,142+96.9%加碼歷史
CELHCelsius Holdings, Inc.COM NEW34,318$195.9 萬0.3%+25,967+310.9%加碼歷史
CEGConstellation Energy CorpStock9,739$195.0 萬0.3%+9,739新進歷史
WFCWells Fargo & CompanyStock32,818$194.9 萬0.3%+32,818新進歷史
ATRAptargroup, Inc.Stock13,809$194.4 萬0.3%+5,333+62.9%加碼歷史
DOCHealthpeak Properties, Inc.COM98,989$194.0 萬0.3%+56,972+135.6%加碼歷史
RHIRobert Half Inc.COM30,302$193.9 萬0.3%+22,156+272.0%加碼歷史
SLGSL Green Realty CorpCOM34,226$193.9 萬0.3%+19,430+131.3%加碼歷史
DXCMDexcom IncCOM17,094$193.8 萬0.3%+17,094新進歷史
NTAPNetApp, Inc.Stock14,949$192.5 萬0.3%+14,949新進歷史
GMGeneral Motors CoCOM41,172$191.3 萬0.3%+36,293+743.9%加碼歷史
EPREpr PropertiesCOM SH BEN INT45,395$190.6 萬0.3%+24,140+113.6%加碼歷史
NBIXNeurocrine Biosciences IncStock13,649$187.9 萬0.3%+13,649新進歷史
LMTLockheed Martin CorpStock4,020$187.8 萬0.3%+2,251+127.2%加碼歷史
ABGAsbury Automotive Group IncCOM8,135$185.4 萬0.3%+8,135新進歷史
COLDAmericold Realty TrustCOM72,192$184.4 萬0.3%−13,776−16.0%減碼歷史
OSCROscar Health, Inc.CL A115,506$182.7 萬0.3%+31,620+37.7%加碼歷史
CZRCaesars Entertainment, Inc.COM45,976$182.7 萬0.3%+45,976新進歷史
CRCCalifornia Resources CorpCOM STOCK34,262$182.3 萬0.3%−752−2.1%減碼歷史
AFGAmerican Financial Group IncCOM14,811$182.2 萬0.3%+14,811新進歷史
ACAArcosa, Inc.COM21,441$178.8 萬0.3%+13,317+163.9%加碼歷史
ABTAbbott LaboratoriesStock17,178$178.5 萬0.3%+1,627+10.5%加碼歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -197,330$177.6 萬0.3%+58,628+42.3%加碼歷史
HXLHexcel CorpCOM28,354$177.1 萬0.3%+21,974+344.4%加碼歷史
APHAmphenol CorpCL A26,250$176.8 萬0.3%+26,250新進歷史
PFGPrincipal Financial Group IncCOM22,502$176.5 萬0.3%+22,502新進歷史
FHIFederated Hermes, Inc.CL B53,444$175.7 萬0.3%+3,316+6.6%加碼歷史
ANFAbercrombie & Fitch CoCL A9,871$175.5 萬0.3%−4,695−32.2%減碼歷史
CSWCSW Industrials, Inc.COM6,589$174.8 萬0.3%+4,831+274.8%加碼歷史
MQMarqeta, Inc.CLASS A COM318,691$174.6 萬0.3%+318,691新進歷史
GTLBGitlab Inc.CLASS A COM35,107$174.6 萬0.3%+7,054+25.1%加碼歷史
ITWIllinois Tool Works IncStock7,366$174.5 萬0.3%+3,089+72.2%加碼歷史
CRHCRH Public Ltd CoORD23,093$173.2 萬0.3%+19,707+582.0%加碼歷史
EIXEdison InternationalStock24,021$172.5 萬0.3%+10,513+77.8%加碼歷史
XELXcel Energy IncStock31,934$170.6 萬0.3%+422+1.3%加碼歷史
PEGAPegasystems IncCOM28,071$169.9 萬0.3%+28,071新進歷史
VSTSVestis CorpCOM SHS138,749$169.7 萬0.3%+59,578+75.3%加碼歷史
RXSTRxSight, Inc.COM27,952$168.2 萬0.3%+11,175+66.6%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A28,703$166.2 萬0.3%+28,703新進歷史
GBDCGolub Capital BDC, Inc.COM105,244$165.3 萬0.3%+105,244新進歷史
BLBDBlue Bird CorpCOM30,682$165.2 萬0.3%+30,682新進歷史
CLFCleveland-Cliffs Inc.COM106,598$164.1 萬0.3%+30,570+40.2%加碼歷史
OLNOLIN CorpStock34,764$163.9 萬0.3%+20,626+145.9%加碼歷史
SPSCSPS Commerce IncCOM8,678$163.3 萬0.3%+8,678新進歷史

2024 年第 1 季之後清倉(315 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 315 檔。

Nebula Research & Development LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PVHPVH Corp.COM15,389$216.4 萬0.5%歷史
TWLOTwilio IncCL A35,352$216.2 萬0.5%歷史
MPWRMonolithic Power Systems, Inc.COM3,190$216.1 萬0.5%歷史
CBChubb LtdStock8,303$215.2 萬0.5%歷史
SPGIS&P Global Inc.Stock5,056$215.1 萬0.5%歷史
ROKRockwell Automation, IncStock7,257$211.4 萬0.5%歷史
LYBLyondellBasell Industries N.V.SHS - A -19,681$201.3 萬0.4%歷史
MRUSMerus N.V.COM44,657$201.1 萬0.4%歷史
SAMBoston Beer Co IncCL A6,579$200.3 萬0.4%歷史
GFLGFL Environmental Inc.SUB VTG SHS56,599$195.3 萬0.4%歷史
APTVAptiv PLCSHS24,031$191.4 萬0.4%歷史
MRSHMarsh & McLennan Companies, Inc.Stock9,182$189.1 萬0.4%歷史
MASMasco CorpCOM23,338$184.1 萬0.4%歷史
ACMAecomCOM18,663$183.0 萬0.4%歷史
FIXComfort Systems USA IncCOM5,628$178.8 萬0.4%歷史
VCVisteon CorpCOM NEW15,058$177.1 萬0.4%歷史
JKHYJack Henry & Associates IncStock10,128$176.0 萬0.4%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS82,216$172.1 萬0.4%歷史
PNWPinnacle West Capital CorpCOM22,858$170.8 萬0.4%歷史
LHLabcorp Holdings Inc.COM NEW7,772$169.8 萬0.4%歷史
AESAES CorpStock91,109$163.4 萬0.4%歷史
TXG10x Genomics, Inc.CL A COM40,937$153.6 萬0.3%歷史
TGTTarget CorpStock8,523$151.0 萬0.3%歷史
DASHDoorDash, Inc.Stock10,921$150.4 萬0.3%歷史
FLSFlowserve CorpCOM32,507$148.5 萬0.3%歷史
PFGCPerformance Food Group CoCOM19,750$147.4 萬0.3%歷史
GHGuardant Health, Inc.COM70,328$145.1 萬0.3%歷史
MODModine Manufacturing CoCOM14,782$140.7 萬0.3%歷史
BLDRBuilders FirstSource, Inc.Stock6,684$139.4 萬0.3%歷史
ADCAgree Realty CorpCOM24,375$139.2 萬0.3%歷史
LBRDKLiberty Broadband CorpCOM SER C24,249$138.8 萬0.3%歷史
AZTAAzenta, Inc.COM22,587$136.2 萬0.3%歷史
IVZInvesco Ltd.Stock82,016$136.1 萬0.3%歷史
CXTCrane NXT, Co.COM21,841$135.2 萬0.3%歷史
PLTRPalantir Technologies Inc.Stock57,531$132.4 萬0.3%歷史
TMDXTransMedics Group, Inc.COM17,656$130.5 萬0.3%歷史
SLBSLB LimitedStock23,610$129.4 萬0.3%歷史
NXTNextpower Inc.Stock22,779$128.2 萬0.3%歷史
ULTAUlta Beauty, Inc.Stock2,450$128.1 萬0.3%歷史
RDNTRadNet, Inc.COM26,321$128.1 萬0.3%歷史
IPGPIpg Photonics CorpCOM13,373$121.3 萬0.3%歷史
GMSGMS Inc.COM12,366$120.4 萬0.3%歷史
RSReliance, Inc.COM3,516$117.5 萬0.3%歷史
NUVLNuvalent, Inc.COM15,546$116.7 萬0.3%歷史
CLXClorox CoStock7,552$115.6 萬0.2%歷史
BMIBadger Meter IncCOM7,058$114.2 萬0.2%歷史
ILMNIllumina, Inc.COM8,290$113.8 萬0.2%歷史
OTTROtter Tail CorpCOM13,175$113.8 萬0.2%歷史
EDConsolidated Edison IncStock12,457$113.1 萬0.2%歷史
KIMKimco Realty CorpCOM57,001$111.8 萬0.2%歷史
AZOAutoZone IncCOM353$111.3 萬0.2%歷史
MORFMorphic Holding, Inc.COM31,495$110.9 萬0.2%歷史
WALWestern Alliance BancorporationCOM17,224$110.6 萬0.2%歷史
PLDPrologis, Inc.REIT8,483$110.5 萬0.2%歷史
DCPHDeciphera Pharmaceuticals, Inc.COM67,645$106.4 萬0.2%歷史
AALAmerican Airlines Group Inc.Stock69,310$106.4 萬0.2%歷史
ISRGIntuitive Surgical IncCOM NEW2,636$105.2 萬0.2%歷史
AXTAAxalta Coating Systems Ltd.COM30,427$104.6 萬0.2%歷史
KRGKite Realty Group TrustCOM NEW48,179$104.5 萬0.2%歷史
AVDXAvidXchange Holdings, Inc.COM79,227$104.2 萬0.2%歷史
COKECoca-Cola Consolidated, Inc.COM1,227$103.9 萬0.2%歷史
LAURLaureate Education, Inc.COMMON STOCK71,230$103.8 萬0.2%歷史
PJTPJT Partners Inc.COM CL A10,895$102.7 萬0.2%歷史
AGIOAgios Pharmaceuticals, Inc.COM34,855$101.9 萬0.2%歷史
BIIBBiogen Inc.COM4,700$101.3 萬0.2%歷史
FSKFS KKR Capital CorpCOM53,120$101.3 萬0.2%歷史
FBINFortune Brands Innovations, Inc.COM11,959$101.3 萬0.2%歷史
NSPInsperity, Inc.COM9,120$100.0 萬0.2%歷史
VIRTVirtu Financial, Inc.CL A48,315$99.1 萬0.2%歷史
AWKAmerican Water Works Company, Inc.Stock8,027$98.1 萬0.2%歷史
EVREvercore Inc.CLASS A5,064$97.5 萬0.2%歷史
XOMExxonMobil Holdings CorpCOM8,390$97.5 萬0.2%歷史
HIIHuntington Ingalls Industries, Inc.COM3,291$95.9 萬0.2%歷史
ETSYEtsy IncCOM13,538$93.0 萬0.2%歷史
TXNMTXNM Energy IncCOM24,509$92.3 萬0.2%歷史
FNFabrinetSHS4,826$91.2 萬0.2%歷史
JJSFJ&J Snack Foods CorpCOM6,293$91.0 萬0.2%歷史
EMREmerson Electric CoStock7,868$89.2 萬0.2%歷史
CACICACI International IncCL A2,347$88.9 萬0.2%歷史
UBERUber Technologies, IncStock11,423$87.9 萬0.2%歷史
TSLATesla, Inc.Stock4,926$86.6 萬0.2%歷史
CCKCrown Holdings, Inc.COM10,906$86.4 萬0.2%歷史
WIREEncore Wire CorpCOM3,261$85.7 萬0.2%歷史
PBFPBF Energy Inc.CL A14,778$85.1 萬0.2%歷史
TTCToro CoCOM9,103$83.4 萬0.2%歷史
STTState Street CorpCOM10,696$82.7 萬0.2%歷史
EQCEQC Liquidating TrustCOM SH BEN INT43,540$82.2 萬0.2%歷史
VMIValmont Industries IncCOM3,566$81.4 萬0.2%歷史
AFRMAffirm Holdings, Inc.COM CL A21,698$80.8 萬0.2%歷史
CNQCanadian Natural Resources LtdCOM10,581$80.8 萬0.2%歷史
SHCSotera Health CoCOM66,349$79.7 萬0.2%歷史
FLYWFlywire CorpCOM VTG32,096$79.6 萬0.2%歷史
NKENIKE, Inc.Stock8,300$78.0 萬0.2%歷史
CACCCredit Acceptance CorpCOM1,410$77.8 萬0.2%歷史
PLNTPlanet Fitness, Inc.CL A12,374$77.5 萬0.2%歷史
BBWIBath & Body Works, Inc.COM15,265$76.4 萬0.2%歷史
CBOECboe Global Markets, Inc.COM4,040$74.2 萬0.2%歷史
LULUlululemon athletica inc.Stock1,891$73.9 萬0.2%歷史
PTGXProtagonist Therapeutics, IncCOM25,446$73.6 萬0.2%歷史
YOUClear Secure, Inc.COM CL A34,262$72.9 萬0.2%歷史