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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
VCTRVictory Capital Holdings, Inc.COM CL A16,650$79.5 萬0.1%+16,650新進歷史
NVGSNavigator Holdings Ltd.SHS45,732$79.8 萬0.1%+45,732新進歷史
CNXNPC Connection IncCOM12,456$80.0 萬0.1%+2,478+24.8%加碼歷史
ACTEnact Holdings, Inc.COM26,218$80.4 萬0.1%−3,354−11.3%減碼歷史
WSTWest Pharmaceutical Services IncCOM2,445$80.5 萬0.1%+2,445新進歷史
BCPCBalchem CorpCOM5,233$80.6 萬0.1%+5,233新進歷史
NVTnVent Electric plcSHS10,582$81.1 萬0.1%+10,582新進歷史
BURBurford Capital LtdORD SHS62,428$81.5 萬0.1%+62,428新進歷史
UNFUnifirst CorpCOM4,757$81.6 萬0.1%+1,653+53.3%加碼歷史
SNXTD Synnex CorpCOM7,087$81.8 萬0.1%−3,384−32.3%減碼歷史
ROCKGibraltar Industries, Inc.COM11,947$81.9 萬0.1%+11,947新進歷史
MGEEMge Energy IncCOM10,974$82.0 萬0.1%+10,974新進歷史
NOCNorthrop Grumman CorpStock1,897$82.7 萬0.1%+1,897新進歷史
ALKTAlkami Technology, Inc.Stock29,244$83.3 萬0.1%+29,244新進歷史
EXPOExponent IncCOM8,759$83.3 萬0.1%−2,632−23.1%減碼歷史
PFSIPennyMac Financial Services, Inc.COM8,833$83.6 萬0.1%+8,833新進歷史
MMM3M CoStock8,183$83.6 萬0.1%+1,677+25.8%加碼歷史
IESCIES Holdings, Inc.COM6,041$84.2 萬0.1%+2,992+98.1%加碼歷史
PENPenumbra IncCOM4,681$84.2 萬0.1%+4,681新進歷史
ADSKAutodesk, Inc.COM3,409$84.4 萬0.1%+3,409新進歷史
PBIPitney Bowes IncCOM166,494$84.6 萬0.1%+140,752+546.8%加碼歷史
NTRSNorthern Trust CorpCOM10,083$84.7 萬0.1%+10,083新進歷史
SBLKStar Bulk Carriers Corp.SHS PAR34,828$84.9 萬0.1%+34,828新進歷史
LNCLincoln National CorpCOM27,337$85.0 萬0.1%+27,337新進歷史
BCBrunswick CorpCOM11,716$85.3 萬0.1%+11,716新進歷史
FTREFortrea Holdings Inc.COMMON STOCK36,603$85.4 萬0.1%+36,603新進歷史
PYPLPayPal Holdings, Inc.Stock14,854$86.2 萬0.1%+7,960+115.5%加碼歷史
REZIResideo Technologies, Inc.Stock44,451$86.9 萬0.1%+44,451新進歷史
TRIThomson Reuters CorpCOM NO PAR5,183$87.4 萬0.1%+5,183新進歷史
MRTNMarten Transport LtdCOM47,420$87.5 萬0.1%+32,627+220.6%加碼歷史
FIVEFive Below, IncCOM8,053$87.8 萬0.1%+8,053新進歷史
PEGPublic Service Enterprise Group IncCOM11,917$87.8 萬0.1%+11,917新進歷史
TDYTeledyne Technologies IncCOM2,264$87.8 萬0.1%+2,264新進歷史
CPNGCoupang, Inc.CL A41,937$87.9 萬0.1%−8,218−16.4%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A5,709$87.9 萬0.1%+5,709新進歷史
AEMAgnico Eagle Mines LtdStock13,442$87.9 萬0.1%+13,442新進歷史
SAHSonic Automotive IncCL A16,164$88.0 萬0.1%+2,022+14.3%加碼歷史
TREELendingTree, Inc.COM21,218$88.2 萬0.1%−5,502−20.6%減碼歷史
MGAMagna International IncCOM21,095$88.4 萬0.1%+21,095新進歷史
BJBJ's Wholesale Club Holdings, Inc.COM10,072$88.5 萬0.1%+10,072新進歷史
MDBMongoDB, Inc.CL A3,540$88.5 萬0.1%+3,540新進歷史
CRDOCredo Technology Group Holding LtdStock27,754$88.6 萬0.1%+27,754新進歷史
SNEXStoneX Group Inc.COM11,793$88.8 萬0.1%+11,793新進歷史
AZEKAZEK Co Inc.CL A21,144$89.1 萬0.1%+21,144新進歷史
GLBEGlobal-E Online Ltd.SHS24,587$89.2 萬0.1%+24,587新進歷史
THGHanover Insurance Group, Inc.COM7,122$89.3 萬0.1%+7,122新進歷史
BLDQXO Insulation, LLCStock2,359$90.9 萬0.1%+2,359新進歷史
CMGChipotle Mexican Grill IncCOM14,572$91.3 萬0.1%+14,572新進歷史
MAMastercard IncStock2,078$91.7 萬0.1%+2,078新進歷史
IOVAIovance Biotherapeutics, Inc.COM114,983$92.2 萬0.1%+92,571+413.0%加碼歷史
ROLRollins IncCOM19,015$92.8 萬0.2%+19,015新進歷史
AAONAaon, Inc.COM PAR $0.00410,669$93.1 萬0.2%+10,669新進歷史
ABMAbm Industries IncCOM18,557$93.8 萬0.2%+10,355+126.2%加碼歷史
DMCDel Monte CorpORD43,042$94.0 萬0.2%+6,161+16.7%加碼歷史
LGIHLGI Homes, Inc.COM10,561$94.5 萬0.2%+7,297+223.6%加碼歷史
DINDine Brands Global, Inc.COM26,200$94.8 萬0.2%+26,200新進歷史
VREVeris Residential, Inc.COM63,943$95.9 萬0.2%+49,688+348.6%加碼歷史
KEXKirby CorpCOM8,130$97.3 萬0.2%+8,130新進歷史
GSGoldman Sachs Group IncStock2,169$98.1 萬0.2%+2,169新進歷史
AMSFAmerisafe IncCOM22,383$98.2 萬0.2%+22,383新進歷史
BAPCredicorp LtdCOM6,156$99.3 萬0.2%+6,156新進歷史
PLTKPlaytika Holding Corp.COM126,772$99.8 萬0.2%+42,924+51.2%加碼歷史
BHCBausch Health Companies Inc.Stock144,832$100.9 萬0.2%+144,832新進歷史
ATKRAtkore Inc.COM7,544$101.8 萬0.2%+4,534+150.6%加碼歷史
STRAStrategic Education, Inc.COM9,216$102.0 萬0.2%+9,216新進歷史
AGROAdecoagro S.A.COM105,006$102.2 萬0.2%+43,731+71.4%加碼歷史
USFDUS Foods Holding Corp.COM19,312$102.3 萬0.2%+19,312新進歷史
HALHalliburton CoStock30,464$102.9 萬0.2%+6,396+26.6%加碼歷史
DXDynex Capital IncCOM86,441$103.2 萬0.2%+86,441新進歷史
HURNHuron Consulting Group Inc.Stock10,500$103.4 萬0.2%+6,226+145.7%加碼歷史
EVRIEveri Holdings Inc.COM123,958$104.1 萬0.2%+123,958新進歷史
BKHBlack Hills CorpCOM19,154$104.2 萬0.2%+1,268+7.1%加碼歷史
LBRTLiberty Energy Inc.COM CL A49,916$104.3 萬0.2%+23,534+89.2%加碼歷史
WELLWelltower Inc.REIT10,033$104.6 萬0.2%+10,033新進歷史
OSGOctave Specialty Group IncCOM NEW82,111$105.3 萬0.2%+82,111新進歷史
CATCaterpillar IncStock3,171$105.6 萬0.2%+3,171新進歷史
KMBKimberly Clark CorpStock7,656$105.8 萬0.2%+7,656新進歷史
ROICRetail Opportunity Investments CorpCOM85,336$106.1 萬0.2%+63,872+297.6%加碼歷史
COOCooper Companies, Inc.COM12,162$106.2 萬0.2%+12,162新進歷史
HPHelmerich & Payne, Inc.COM29,619$107.0 萬0.2%+19,237+185.3%加碼歷史
MLIMueller Industries IncCOM19,032$108.4 萬0.2%+19,032新進歷史
LPLALPL Financial Holdings Inc.COM3,884$108.5 萬0.2%+273+7.6%加碼歷史
HUBGHub Group, Inc.CL A25,379$109.3 萬0.2%+25,379新進歷史
ETREntergy CorpCOM10,211$109.3 萬0.2%+6,633+185.4%加碼歷史
BCOBrinks CoCOM10,693$109.5 萬0.2%+4,365+69.0%加碼歷史
VRTVertiv Holdings CoCOM CL A12,676$109.7 萬0.2%+12,676新進歷史
WHDCactus, Inc.CL A20,886$110.2 萬0.2%+15,575+293.3%加碼歷史
CHEChemed CorpCOM2,041$110.7 萬0.2%+1,469+256.8%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM10,036$111.9 萬0.2%+10,036新進歷史
LECOLincoln Electric Holdings IncCOM5,932$111.9 萬0.2%+1,918+47.8%加碼歷史
ALVAutoliv IncCOM10,483$112.2 萬0.2%+10,483新進歷史
GWWW.W. Grainger, Inc.Stock1,244$112.2 萬0.2%+1,244新進歷史
GOOGLAlphabet Inc.Stock6,168$112.4 萬0.2%−3,888−38.7%減碼歷史
ALGAlamo Group IncCOM6,503$112.5 萬0.2%+4,300+195.2%加碼歷史
TOLToll Brothers, Inc.COM9,772$112.6 萬0.2%+9,772新進歷史
MOHMolina Healthcare, Inc.COM3,796$112.9 萬0.2%+3,796新進歷史
IDYAIDEAYA Biosciences, Inc.COM32,370$113.7 萬0.2%+12,706+64.6%加碼歷史
KRCKilroy Realty CorpCOM36,569$114.0 萬0.2%+36,569新進歷史
MUMicron Technology IncStock8,690$114.3 萬0.2%−9,598−52.5%減碼歷史
UEUrban Edge PropertiesCOM62,098$114.7 萬0.2%+62,098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