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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
AQNAlgonquin Power & Utilities Corp.COM196,546$115.2 萬0.2%+196,546新進歷史
FORMFormfactor IncCOM19,032$115.2 萬0.2%+19,032新進歷史
TPGTPG Inc.COM CL A27,939$115.8 萬0.2%+27,939新進歷史
UGIUgi CorpStock50,590$115.9 萬0.2%+10,323+25.6%加碼歷史
WMSAdvanced Drainage Systems, Inc.COM7,265$116.5 萬0.2%+7,265新進歷史
JJacobs Solutions Inc.COM8,383$117.1 萬0.2%+8,383新進歷史
KWRQuaker Chemical CorpCOM6,904$117.2 萬0.2%−358−4.9%減碼歷史
MELIMercadolibre IncCOM714$117.3 萬0.2%+714新進歷史
QRVOQorvo, Inc.Stock10,143$117.7 萬0.2%+10,143新進歷史
XENEXenon Pharmaceuticals Inc.COM30,196$117.7 萬0.2%+30,196新進歷史
CPACopa Holdings, S.A.CL A12,408$118.1 萬0.2%+7,307+143.2%加碼歷史
SONSonoco Products CoCOM23,420$118.8 萬0.2%+385+1.7%加碼歷史
PHParker-Hannifin CorpStock2,355$119.1 萬0.2%+609+34.9%加碼歷史
COPConocoPhillipsStock10,424$119.2 萬0.2%+10,424新進歷史
HLTHilton Worldwide Holdings Inc.COM5,484$119.7 萬0.2%+5,484新進歷史
ELSEquity Lifestyle Properties IncCOM18,413$119.9 萬0.2%+18,413新進歷史
TDGTransDigm Group INCCOM939$120.0 萬0.2%+293+45.4%加碼歷史
BRBRBellring Brands, Inc.Stock21,050$120.3 萬0.2%+17,383+474.0%加碼歷史
RGAReinsurance Group of America IncCOM NEW5,871$120.5 萬0.2%+3,335+131.5%加碼歷史
ELEstee Lauder Companies IncCL A11,459$121.9 萬0.2%+8,714+317.4%加碼歷史
UNPUnion Pacific CorpStock5,406$122.3 萬0.2%+2,981+122.9%加碼歷史
WMTWalmart Inc.Stock18,076$122.4 萬0.2%−4,583−20.2%減碼歷史
JNJJohnson & JohnsonStock8,452$123.5 萬0.2%+4,006+90.1%加碼歷史
ATRCAtriCure, Inc.COM54,367$123.8 萬0.2%+38,788+249.0%加碼歷史
CHRDChord Energy CorpCOM NEW7,407$124.2 萬0.2%+7,407新進歷史
BCEBce IncCOM NEW38,430$124.4 萬0.2%+38,430新進歷史
SEBSeaboard CorpCOM394$124.5 萬0.2%+146+58.9%加碼歷史
RHPRyman Hospitality Properties, Inc.COM12,498$124.8 萬0.2%+2,694+27.5%加碼歷史
SBUXStarbucks CorpStock16,128$125.6 萬0.2%+16,128新進歷史
PKPark Hotels & Resorts Inc.COM83,902$125.7 萬0.2%+73,552+710.6%加碼歷史
JBLJabil IncStock11,568$125.8 萬0.2%+11,568新進歷史
OUTOUTFRONT Media Inc.COM88,409$126.4 萬0.2%+60,110+212.4%加碼歷史
AITApplied Industrial Technologies IncCOM6,527$126.6 萬0.2%+6,527新進歷史
SHWSherwin Williams CoCOM4,247$126.7 萬0.2%+825+24.1%加碼歷史
TEAMAtlassian CorpCL A7,188$127.1 萬0.2%+6,117+571.1%加碼歷史
VRTXVertex Pharmaceuticals IncStock2,775$130.1 萬0.2%+2,775新進歷史
VTRVentas, Inc.REIT25,737$131.9 萬0.2%+25,737新進歷史
LYFTLyft, Inc.CL A COM93,828$132.3 萬0.2%+93,828新進歷史
RLRalph Lauren CorpCL A7,591$132.9 萬0.2%+7,591新進歷史
DCHDauch CorpCOM190,308$133.0 萬0.2%+19,169+11.2%加碼歷史
SHAKShake Shack Inc.CL A14,791$133.1 萬0.2%+10,703+261.8%加碼歷史
RSGRepublic Services, Inc.COM6,886$133.8 萬0.2%+6,886新進歷史
EHCEncompass Health CorpCOM15,975$137.0 萬0.2%+15,975新進歷史
REXRRexford Industrial Realty, Inc.COM31,012$138.3 萬0.2%+31,012新進歷史
KLACKLA CorpCOM NEW1,684$138.8 萬0.2%+615+57.5%加碼歷史
QLYSQualys, Inc.COM9,764$139.2 萬0.2%+7,544+339.8%加碼歷史
IFFInternational Flavors & Fragrances IncCOM14,662$139.6 萬0.2%+14,662新進歷史
PGRProgressive CorpStock6,797$141.2 萬0.2%+3,395+99.8%加碼歷史
EPAMEPAM Systems, Inc.COM7,519$141.4 萬0.2%+800+11.9%加碼歷史
XYZBlock, Inc.CL A21,980$141.7 萬0.2%+21,980新進歷史
EXPDExpeditors International of Washington IncCOM11,360$141.8 萬0.2%+11,360新進歷史
BRKRBruker CorpCOM22,260$142.0 萬0.2%+22,260新進歷史
JEFJefferies Financial Group Inc.COM28,663$142.6 萬0.2%+28,663新進歷史
TXRHTexas Roadhouse, Inc.COM8,317$142.8 萬0.2%+5,409+186.0%加碼歷史
PSMTPricesmart IncCOM17,626$143.1 萬0.2%+17,626新進歷史
NOMDNomad Foods LtdUSD ORD SHS88,872$146.5 萬0.2%+15,573+21.2%加碼歷史
CRSCarpenter Technology CorpCOM13,428$147.1 萬0.2%+9,071+208.2%加碼歷史
Despegar Com CorpG27358103ORD SHS112,514$148.9 萬0.2%+85,171+311.5%加碼–
CBTCabot CorpCOM16,203$148.9 萬0.2%+16,203新進歷史
STRLSterling Infrastructure, Inc.COM12,582$148.9 萬0.2%−1,949−13.4%減碼歷史
EMEEMCOR Group, Inc.Stock4,094$149.5 萬0.2%+4,094新進歷史
ICEIntercontinental Exchange, Inc.Stock10,936$149.7 萬0.2%+3,720+51.6%加碼歷史
AXSAxis Capital Holdings LtdSHS21,235$150.0 萬0.2%+14,598+219.9%加碼歷史
POWIPower Integrations IncCOM21,395$150.2 萬0.2%+8,169+61.8%加碼歷史
CMSCMS Energy CorpCOM25,232$150.2 萬0.2%+25,232新進歷史
MZTIMarzetti CoCOM7,957$150.4 萬0.2%+5,741+259.1%加碼歷史
SNOWSnowflake Inc.Stock11,173$150.9 萬0.2%+6,688+149.1%加碼歷史
WYNNWynn Resorts LtdCOM16,965$151.8 萬0.2%+10,619+167.3%加碼歷史
NABLN-able, Inc.COMMON STOCK101,756$155.0 萬0.3%+74,086+267.7%加碼歷史
INSWInternational Seaways, Inc.COM26,225$155.1 萬0.3%+22,040+526.6%加碼歷史
CCICrown Castle Inc.REIT15,878$155.1 萬0.3%+15,878新進歷史
VRSNVerisign IncCOM8,887$158.0 萬0.3%+6,926+353.2%加碼歷史
BENFranklin Templeton IncCOM70,705$158.0 萬0.3%+24,572+53.3%加碼歷史
REXRex American Resources CorpCOM35,061$159.8 萬0.3%+28,767+457.1%加碼歷史
AEPAmerican Electric Power Co IncStock18,232$160.0 萬0.3%+18,232新進歷史
STNEStoneCo Ltd.COM133,461$160.0 萬0.3%+133,461新進歷史
LDOSLeidos Holdings, Inc.COM11,082$161.7 萬0.3%+4,454+67.2%加碼歷史
BRZEBraze, Inc.Stock41,674$161.9 萬0.3%+29,068+230.6%加碼歷史
ACADAcadia Pharmaceuticals IncCOM100,278$163.0 萬0.3%+85,805+592.9%加碼歷史
SPSCSPS Commerce IncCOM8,678$163.3 萬0.3%+8,678新進歷史
OLNOLIN CorpStock34,764$163.9 萬0.3%+20,626+145.9%加碼歷史
CLFCleveland-Cliffs Inc.COM106,598$164.1 萬0.3%+30,570+40.2%加碼歷史
BLBDBlue Bird CorpCOM30,682$165.2 萬0.3%+30,682新進歷史
GBDCGolub Capital BDC, Inc.COM105,244$165.3 萬0.3%+105,244新進歷史
RYANRyan Specialty Holdings, Inc.CL A28,703$166.2 萬0.3%+28,703新進歷史
RXSTRxSight, Inc.COM27,952$168.2 萬0.3%+11,175+66.6%加碼歷史
VSTSVestis CorpCOM SHS138,749$169.7 萬0.3%+59,578+75.3%加碼歷史
PEGAPegasystems IncCOM28,071$169.9 萬0.3%+28,071新進歷史
XELXcel Energy IncStock31,934$170.6 萬0.3%+422+1.3%加碼歷史
EIXEdison InternationalStock24,021$172.5 萬0.3%+10,513+77.8%加碼歷史
CRHCRH Public Ltd CoORD23,093$173.2 萬0.3%+19,707+582.0%加碼歷史
ITWIllinois Tool Works IncStock7,366$174.5 萬0.3%+3,089+72.2%加碼歷史
GTLBGitlab Inc.CLASS A COM35,107$174.6 萬0.3%+7,054+25.1%加碼歷史
MQMarqeta, Inc.CLASS A COM318,691$174.6 萬0.3%+318,691新進歷史
CSWCSW Industrials, Inc.COM6,589$174.8 萬0.3%+4,831+274.8%加碼歷史
ANFAbercrombie & Fitch CoCL A9,871$175.5 萬0.3%−4,695−32.2%減碼歷史
FHIFederated Hermes, Inc.CL B53,444$175.7 萬0.3%+3,316+6.6%加碼歷史
PFGPrincipal Financial Group IncCOM22,502$176.5 萬0.3%+22,502新進歷史
APHAmphenol CorpCL A26,250$176.8 萬0.3%+26,250新進歷史
HXLHexcel CorpCOM28,354$177.1 萬0.3%+21,974+344.4%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