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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
SUMSummit Materials, Inc.CL A16,048$58.8 萬0.1%+16,048新進歷史
POOLPool CorpCOM1,917$58.9 萬0.1%+1,917新進歷史
NTRANatera, Inc.COM5,463$59.2 萬0.1%+5,463新進歷史
GDOTGreen Dot CorpCL A62,906$59.4 萬0.1%−125−0.2%減碼歷史
EQIXEquinix IncCOM787$59.5 萬0.1%+787新進歷史
TPHTri Pointe Homes, Inc.COM16,020$59.7 萬0.1%+8,896+124.9%加碼歷史
MNSTMonster Beverage CorpCOM11,995$59.9 萬0.1%−13,968−53.8%減碼歷史
CWENClearway Energy, Inc.CL C24,269$59.9 萬0.1%+24,269新進歷史
DDominion Energy, IncStock12,238$60.0 萬0.1%+12,238新進歷史
IIIVi3 Verticals, Inc.COM CL A27,239$60.1 萬0.1%+13,814+102.9%加碼歷史
INVXInnovex International, Inc.COM32,493$60.4 萬0.1%+22,283+218.2%加碼歷史
ESIElement Solutions IncCOM22,330$60.6 萬0.1%+22,330新進歷史
OPCHOption Care Health, Inc.COM NEW22,011$61.0 萬0.1%+22,011新進歷史
OXMOxford Industries IncCOM6,104$61.1 萬0.1%+6,104新進歷史
ONOn Semiconductor CorpStock8,959$61.4 萬0.1%+8,959新進歷史
LZBLa-Z-Boy IncCOM16,489$61.5 萬0.1%+16,489新進歷史
DLXDeluxe CorpCOM27,429$61.6 萬0.1%+3,087+12.7%加碼歷史
PRIMPrimoris Services CorpStock12,366$61.7 萬0.1%+3,685+42.4%加碼歷史
WYWeyerhaeuser CoCOM NEW21,760$61.8 萬0.1%+21,760新進歷史
HTOH2O AmericaCOM11,464$62.2 萬0.1%+1,066+10.3%加碼歷史
ALRMAlarm.com Holdings, Inc.COM9,797$62.3 萬0.1%+9,797新進歷史
MSIMotorola Solutions, Inc.Stock1,625$62.7 萬0.1%+1,625新進歷史
HHHHoward Hughes Holdings Inc.COM9,760$63.3 萬0.1%+9,760新進歷史
MCRIMonarch Casino & Resort IncCOM9,351$63.7 萬0.1%+9,351新進歷史
BNYBank of New York Mellon CorpStock10,680$64.0 萬0.1%+10,680新進歷史
HIMSHims & Hers Health, Inc.Stock31,712$64.0 萬0.1%+18,413+138.5%加碼歷史
LPXLouisiana-Pacific CorpCOM7,880$64.9 萬0.1%+7,880新進歷史
AGYSAgilysys IncCOM6,231$64.9 萬0.1%−2,153−25.7%減碼歷史
PLUSEplus IncCOM8,811$64.9 萬0.1%+8,811新進歷史
PFEPfizer IncStock23,210$64.9 萬0.1%−1,768−7.1%減碼歷史
SFMSprouts Farmers Market, Inc.COM7,781$65.1 萬0.1%−5,485−41.3%減碼歷史
ADTNADTRAN Holdings, Inc.COM124,018$65.2 萬0.1%+72,600+141.2%加碼歷史
SVMSilvercorp Metals IncCOM194,390$65.3 萬0.1%+194,390新進歷史
URBNUrban Outfitters IncCOM15,987$65.6 萬0.1%+11,297+240.9%加碼歷史
SDRLSEADRILL LtdCOM12,744$65.6 萬0.1%−16,863−57.0%減碼歷史
UALUnited Airlines Holdings, Inc.COM13,490$65.6 萬0.1%+13,490新進歷史
CRVLCorvel CorpCOM2,591$65.9 萬0.1%+1,295+99.9%加碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS45,147$66.0 萬0.1%+5,916+15.1%加碼歷史
HAINHain Celestial Group IncCOM95,663$66.1 萬0.1%+57,670+151.8%加碼歷史
RGPResources Connection, Inc.COM60,160$66.4 萬0.1%+34,032+130.3%加碼歷史
FELEFranklin Electric Co IncCOM7,001$67.4 萬0.1%+7,001新進歷史
LSCCLattice Semiconductor CorpCOM11,717$67.9 萬0.1%+11,717新進歷史
MEIMethode Electronics IncCOM65,669$68.0 萬0.1%+65,669新進歷史
ESGREnstar Group LTDSHS2,238$68.4 萬0.1%+2,238新進歷史
CALXCalix, IncCOM19,319$68.4 萬0.1%+19,319新進歷史
LOPEGrand Canyon Education, Inc.COM4,895$68.5 萬0.1%+2,312+89.5%加碼歷史
TKTeekay Corp LtdCOM76,360$68.5 萬0.1%+14,311+23.1%加碼歷史
TPLTexas Pacific Land CorpStock935$68.7 萬0.1%−324−25.7%減碼歷史
DAYDayforce, Inc.COM13,880$68.8 萬0.1%+13,880新進歷史
XPOXPO, Inc.COM6,518$69.2 萬0.1%−4,788−42.3%減碼歷史
BHFBrighthouse Financial, Inc.COM16,057$69.6 萬0.1%−1,479−8.4%減碼歷史
FWRDForward Air CorpCOM36,759$70.0 萬0.1%+5,227+16.6%加碼歷史
Barrick Gold Corp067901108COM41,965$70.0 萬0.1%+3,262+8.4%加碼–
JPMJPMorgan Chase & CoStock3,475$70.3 萬0.1%+3,475新進歷史
VRSKVerisk Analytics, Inc.COM2,610$70.4 萬0.1%−3,462−57.0%減碼歷史
PARRPar Pacific Holdings, Inc.COM NEW27,987$70.7 萬0.1%+9,833+54.2%加碼歷史
ICFIICF International, Inc.Stock4,790$71.1 萬0.1%+1,335+38.6%加碼歷史
RCReady Capital CorpCOM86,948$71.1 萬0.1%+22,325+34.5%加碼歷史
EIGEmployers Holdings, Inc.COM16,711$71.2 萬0.1%−1,238−6.9%減碼歷史
CSCOCisco Systems, Inc.Stock15,007$71.3 萬0.1%+7,412+97.6%加碼歷史
RYZRyerson Holding CorpCOM36,729$71.6 萬0.1%+21,752+145.2%加碼歷史
VNOMViper Energy, Inc.COM19,104$71.7 萬0.1%+19,104新進歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A41,480$72.3 萬0.1%+41,480新進歷史
CMPRCIMPRESS plcSHS EURO8,250$72.3 萬0.1%+4,894+145.8%加碼歷史
OGSONE Gas, Inc.COM11,337$72.4 萬0.1%−1,908−14.4%減碼歷史
LFUSLittelfuse IncCOM2,835$72.5 萬0.1%−1,433−33.6%減碼歷史
BOOTBoot Barn Holdings, Inc.COM5,633$72.6 萬0.1%+5,633新進歷史
PWPPerella Weinberg PartnersCLASS A COM45,128$73.3 萬0.1%−5,347−10.6%減碼歷史
FROGJFrog LtdStock19,533$73.3 萬0.1%−7,038−26.5%減碼歷史
TWSTTwist Bioscience CorpCOM14,905$73.5 萬0.1%+14,905新進歷史
GLOBGlobant S.A.COM4,127$73.6 萬0.1%+996+31.8%加碼歷史
GNTXGentex CorpCOM21,919$73.9 萬0.1%+21,919新進歷史
FTNTFortinet, Inc.Stock12,291$74.1 萬0.1%+8,132+195.5%加碼歷史
VSHVishay Intertechnology IncCOM33,265$74.2 萬0.1%+33,265新進歷史
FSLRFirst Solar, Inc.Stock3,296$74.3 萬0.1%+3,296新進歷史
TDWTidewater IncCOM7,810$74.4 萬0.1%+7,810新進歷史
BRK.BBerkshire Hathaway IncStock1,828$74.4 萬0.1%+1,828新進歷史
PAXPatria Investments LtdCOM CL A61,678$74.4 萬0.1%+13,059+26.9%加碼歷史
CWANClearwater Analytics Holdings, Inc.CL A40,270$74.6 萬0.1%−7,664−16.0%減碼歷史
ELVElevance Health, Inc.Stock1,388$75.2 萬0.1%+625+81.9%加碼歷史
CRBGCorebridge Financial, Inc.COM25,929$75.5 萬0.1%+12,734+96.5%加碼歷史
DISWalt Disney CoStock7,616$75.6 萬0.1%+7,616新進歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A119,284$75.7 萬0.1%+22,501+23.2%加碼歷史
HUBBHubbell IncCOM2,080$76.0 萬0.1%+2,080新進歷史
CTASCintas CorpStock1,089$76.3 萬0.1%+1,089新進歷史
VSTVistra Corp.Stock8,897$76.5 萬0.1%+8,897新進歷史
CSXCSX CorpStock22,959$76.8 萬0.1%−15,565−40.4%減碼歷史
FCNFti Consulting, IncCOM3,568$76.9 萬0.1%−422−10.6%減碼歷史
RGLDRoyal Gold IncStock6,149$77.0 萬0.1%−445−6.7%減碼歷史
CSTMConstellium SECL A SHS40,873$77.0 萬0.1%+11,257+38.0%加碼歷史
IDXXIDEXX Laboratories IncCOM1,592$77.6 萬0.1%+1,141+253.0%加碼歷史
ALGNAlign Technology IncCOM3,227$77.9 萬0.1%+3,227新進歷史
AMBAAmbarella IncSHS14,485$78.1 萬0.1%+8,883+158.6%加碼歷史
SPTSprout Social, Inc.COM CL A21,947$78.3 萬0.1%+9,241+72.7%加碼歷史
ALEXAlexander & Baldwin, Inc.COM46,385$78.7 萬0.1%+17,354+59.8%加碼歷史
MARMarriott International IncStock3,259$78.8 萬0.1%+864+36.1%加碼歷史
AMGAffiliated Managers Group, Inc.Stock5,052$78.9 萬0.1%+3,630+255.3%加碼歷史
HWMHowmet Aerospace Inc.Stock10,181$79.0 萬0.1%+10,181新進歷史
JBSSSanfilippo John B & Son IncCOM8,157$79.3 萬0.1%+8,157新進歷史
AINAlbany International CorpCL A9,401$79.4 萬0.1%+6,348+207.9%加碼歷史

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