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Nebula Research & Development LLC

SEC CIK
0001792635
最新申報
2026/5/15

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
901
較 2024 年第 2 季 +122
總值
$8.36 億
較 2024 年第 2 季 +$2.19 億 (+35.4%)
申報日
2024/11/14
SEC
Nebula Research & Development LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock31,091$377.6 萬0.5%+28,394+1,052.8%加碼歷史
MUMicron Technology IncStock36,369$377.2 萬0.5%+27,679+318.5%加碼歷史
MSFTMicrosoft CorpStock8,758$376.9 萬0.5%+8,758新進歷史
ADSKAutodesk, Inc.COM13,654$376.1 萬0.4%+10,245+300.5%加碼歷史
ALLAllstate CorpStock19,808$375.7 萬0.4%+19,808新進歷史
TJXTJX Companies IncStock31,930$375.3 萬0.4%+29,308+1,117.8%加碼歷史
VVisa Inc.Stock13,637$374.9 萬0.4%+13,637新進歷史
WMTWalmart Inc.Stock46,414$374.8 萬0.4%+28,338+156.8%加碼歷史
TPRTapestry, Inc.COM79,719$374.5 萬0.4%+79,719新進歷史
TEAMAtlassian CorpCL A23,572$374.3 萬0.4%+16,384+227.9%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM3,560$374.2 萬0.4%+3,560新進歷史
LRNStride, Inc.COM43,867$374.2 萬0.4%+43,867新進歷史
CTASCintas CorpStock18,090$372.4 萬0.4%+13,734+315.3%加碼依 4 比 1 拆股換算歷史
BMRNBiomarin Pharmaceutical IncCOM52,699$370.4 萬0.4%+52,699新進歷史
EPAMEPAM Systems, Inc.COM18,439$367.0 萬0.4%+10,920+145.2%加碼歷史
HIMSHims & Hers Health, Inc.Stock196,814$362.5 萬0.4%+165,102+520.6%加碼歷史
CEGConstellation Energy CorpStock13,825$359.5 萬0.4%+4,086+42.0%加碼歷史
DTEDte Energy CoCOM27,655$355.1 萬0.4%+27,655新進歷史
LKQLKQ CorpCOM88,366$352.8 萬0.4%+88,366新進歷史
AMZNAmazon Com IncStock18,549$345.6 萬0.4%+7,913+74.4%加碼歷史
ONTOOnto Innovation Inc.COM16,610$344.8 萬0.4%+13,978+531.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM59,607$340.1 萬0.4%+46,117+341.9%加碼歷史
SHOOSteven Madden, Ltd.COM69,291$339.5 萬0.4%+69,291新進歷史
PEGAPegasystems IncCOM45,847$335.1 萬0.4%+17,776+63.3%加碼歷史
AAPLApple Inc.Stock14,341$334.1 萬0.4%+2,188+18.0%加碼歷史
WCNWaste Connections, Inc.COM18,407$329.2 萬0.4%+7,041+61.9%加碼歷史
VRSKVerisk Analytics, Inc.COM12,206$327.1 萬0.4%+9,596+367.7%加碼歷史
CASYCaseys General Stores IncCOM8,705$327.1 萬0.4%+7,308+523.1%加碼歷史
TXRHTexas Roadhouse, Inc.COM18,498$326.7 萬0.4%+10,181+122.4%加碼歷史
DLTRDollar Tree, Inc.COM46,435$326.5 萬0.4%+41,931+931.0%加碼歷史
UNPUnion Pacific CorpStock12,844$316.6 萬0.4%+7,438+137.6%加碼歷史
CRICarters IncCOM48,425$314.7 萬0.4%+40,840+538.4%加碼歷史
CNMCore & Main, Inc.CL A70,750$314.1 萬0.4%+70,750新進歷史
AAPAdvance Auto Parts IncCOM78,329$305.4 萬0.4%+78,329新進歷史
ICEIntercontinental Exchange, Inc.Stock18,978$304.9 萬0.4%+8,042+73.5%加碼歷史
ESNTEssent Group Ltd.COM47,302$304.1 萬0.4%+40,336+579.0%加碼歷史
BLKBlackRock, Inc.COM3,201$303.9 萬0.4%+519+19.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock4,867$301.1 萬0.4%−247−4.8%減碼歷史
LULUlululemon athletica inc.Stock10,949$297.1 萬0.4%+10,949新進歷史
APHAmphenol CorpCL A45,342$295.4 萬0.4%+19,092+72.7%加碼歷史
MGMMGM Resorts InternationalStock75,431$294.9 萬0.4%+75,431新進歷史
ELEstee Lauder Companies IncCL A29,407$293.2 萬0.4%+17,948+156.6%加碼歷史
FLSFlowserve CorpCOM56,616$292.6 萬0.4%+56,616新進歷史
PCGPG&E CorpStock146,219$289.1 萬0.3%+146,219新進歷史
CPACopa Holdings, S.A.CL A30,788$288.9 萬0.3%+18,380+148.1%加碼歷史
TAT&T Inc.Stock130,427$286.9 萬0.3%+130,427新進歷史
CMGChipotle Mexican Grill IncCOM49,665$286.2 萬0.3%+35,093+240.8%加碼歷史
AIZAssurant, Inc.Stock14,351$285.4 萬0.3%+14,351新進歷史
COKECoca-Cola Consolidated, Inc.COM2,159$284.2 萬0.3%+2,159新進歷史
BRZEBraze, Inc.Stock86,340$279.2 萬0.3%+44,666+107.2%加碼歷史
YETIYETI Holdings, Inc.COM67,905$278.6 萬0.3%+56,651+503.4%加碼歷史
FASTFastenal CoStock37,819$270.1 萬0.3%+37,819新進歷史
PMPhilip Morris International Inc.Stock22,201$269.5 萬0.3%−4,697−17.5%減碼歷史
BBWIBath & Body Works, Inc.COM82,994$264.9 萬0.3%+82,994新進歷史
AXSAxis Capital Holdings LtdSHS33,257$264.8 萬0.3%+12,022+56.6%加碼歷史
HPQHP IncStock72,358$259.5 萬0.3%+72,358新進歷史
CLColgate Palmolive CoStock24,769$257.1 萬0.3%+24,769新進歷史
OSCROscar Health, Inc.CL A120,995$256.6 萬0.3%+5,489+4.8%加碼歷史
BWXTBWX Technologies, Inc.COM23,554$256.0 萬0.3%+23,554新進歷史
TTWOTake Two Interactive Software IncCOM16,505$253.7 萬0.3%+16,505新進歷史
TYLTyler Technologies IncCOM4,298$250.9 萬0.3%+4,298新進歷史
CVNACarvana Co.CL A14,322$249.4 萬0.3%+11,330+378.7%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW21,651$248.9 萬0.3%+21,651新進歷史
HWMHowmet Aerospace Inc.Stock24,702$247.6 萬0.3%+14,521+142.6%加碼歷史
CAVACava Group, Inc.COM19,838$245.7 萬0.3%+16,159+439.2%加碼歷史
BRBRBellring Brands, Inc.Stock40,255$244.4 萬0.3%+19,205+91.2%加碼歷史
CRCCalifornia Resources CorpCOM STOCK46,418$243.6 萬0.3%+12,156+35.5%加碼歷史
HESMHess Midstream LPCL A SHS68,204$240.6 萬0.3%+3,936+6.1%加碼歷史
VEEVVeeva Systems IncStock11,280$236.7 萬0.3%+11,280新進歷史
WWayfair Inc.CL A41,887$235.3 萬0.3%+32,216+333.1%加碼歷史
ORIOld Republic International CorpCOM65,690$232.7 萬0.3%+65,690新進歷史
SEICSEI Investments CoCOM33,592$232.4 萬0.3%−4,531−11.9%減碼歷史
IOTSamsara Inc.Stock46,676$224.6 萬0.3%+46,676新進歷史
IDYAIDEAYA Biosciences, Inc.COM70,763$224.2 萬0.3%+38,393+118.6%加碼歷史
QGENQiagen N.V.Stock49,129$223.9 萬0.3%+39,112+390.5%加碼歷史
CECelanese CorpStock16,397$222.9 萬0.3%+1,043+6.8%加碼歷史
MSIMotorola Solutions, Inc.Stock4,952$222.7 萬0.3%+3,327+204.7%加碼歷史
HLTHilton Worldwide Holdings Inc.COM9,651$222.5 萬0.3%+4,167+76.0%加碼歷史
METAMeta Platforms, Inc.Stock3,886$222.5 萬0.3%+3,886新進歷史
EATBrinker International, IncStock29,037$222.2 萬0.3%+29,037新進歷史
NXTNextpower Inc.Stock59,201$221.9 萬0.3%+59,201新進歷史
CORCencora, Inc.Stock9,774$220.0 萬0.3%+9,774新進歷史
NUVLNuvalent, Inc.COM21,500$219.9 萬0.3%+21,500新進歷史
LLYEli Lilly & CoStock2,459$217.9 萬0.3%+2,459新進歷史
VTRVentas, Inc.REIT33,465$214.6 萬0.3%+7,728+30.0%加碼歷史
ELANElanco Animal Health IncCOM145,645$214.0 萬0.3%+145,645新進歷史
UHSUniversal Health Services IncCL B9,142$209.4 萬0.3%+9,142新進歷史
JJacobs Solutions Inc.COM15,912$208.3 萬0.2%+7,529+89.8%加碼歷史
STTState Street CorpCOM23,162$204.9 萬0.2%+23,162新進歷史
CARTMaplebear Inc.COM49,778$202.8 萬0.2%+49,778新進歷史
EQIXEquinix IncCOM2,283$202.6 萬0.2%+1,496+190.1%加碼歷史
PGProcter & Gamble CoStock11,629$201.4 萬0.2%−991−7.9%減碼歷史
ABBVAbbVie Inc.Stock10,110$199.7 萬0.2%+10,110新進歷史
VSTSVestis CorpCOM SHS133,869$199.5 萬0.2%−4,880−3.5%減碼歷史
MELIMercadolibre IncCOM969$198.8 萬0.2%+255+35.7%加碼歷史
CCitigroup IncStock31,725$198.6 萬0.2%+31,725新進歷史
CRGYCrescent Energy CoCL A COM180,217$197.3 萬0.2%+180,217新進歷史
EIXEdison InternationalStock22,339$194.6 萬0.2%−1,682−7.0%減碼歷史
WRBYWarby Parker Inc.CL A COM118,812$194.0 萬0.2%+100,382+544.7%加碼歷史
SITCSITE Centers Corp.COM31,915$193.1 萬0.2%+31,915新進歷史

2024 年第 2 季之後清倉(319 檔)

2024 年第 2 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 319 檔。

Nebula Research & Development LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
BACBank of America CorpStock71,021$282.5 萬0.5%歷史
KOCoca Cola CoStock44,284$281.9 萬0.5%歷史
GDGeneral Dynamics CorpStock9,708$281.7 萬0.5%歷史
ORCLOracle CorpStock19,899$281.0 萬0.5%歷史
HLNEHamilton Lane INCCL A22,668$280.1 萬0.5%歷史
WTSWatts Water Technologies IncCL A14,673$269.1 萬0.4%歷史
CMECME Group Inc.COM12,722$250.1 萬0.4%歷史
MKLMarkel Group Inc.COM1,539$242.5 萬0.4%歷史
DTDynatrace, Inc.Stock53,731$240.4 萬0.4%歷史
FERGFerguson Enterprises Inc.SHS12,288$238.0 萬0.4%歷史
IBPInstalled Building Products, Inc.COM11,523$237.0 萬0.4%歷史
PPGPPG Industries IncStock18,515$233.1 萬0.4%歷史
ETNEaton Corp plcStock7,396$231.9 萬0.4%歷史
OVVOvintiv Inc.COM49,136$230.3 萬0.4%歷史
ROSTRoss Stores, Inc.COM15,764$229.1 萬0.4%歷史
MRKMerck & Co., Inc.Stock18,344$227.1 萬0.4%歷史
MSMorgan StanleyStock22,755$221.2 萬0.4%歷史
SKXSkechers USA IncCL A31,036$214.5 萬0.3%歷史
APPAppLovin CorpCOM CL A25,044$208.4 萬0.3%歷史
GLNGGolar LNG LtdSHS66,317$207.9 萬0.3%歷史
PDCOPatterson Companies, Inc.COM84,431$203.6 萬0.3%歷史
WABWestinghouse Air Brake Technologies CorpStock12,752$201.5 萬0.3%歷史
NTRNutrien Ltd.COM38,902$198.1 萬0.3%歷史
CELHCelsius Holdings, Inc.COM NEW34,318$195.9 萬0.3%歷史
WFCWells Fargo & CompanyStock32,818$194.9 萬0.3%歷史
SLGSL Green Realty CorpCOM34,226$193.9 萬0.3%歷史
DXCMDexcom IncCOM17,094$193.8 萬0.3%歷史
NTAPNetApp, Inc.Stock14,949$192.5 萬0.3%歷史
LMTLockheed Martin CorpStock4,020$187.8 萬0.3%歷史
CZRCaesars Entertainment, Inc.COM45,976$182.7 萬0.3%歷史
AFGAmerican Financial Group IncCOM14,811$182.2 萬0.3%歷史
ABTAbbott LaboratoriesStock17,178$178.5 萬0.3%歷史
PFGPrincipal Financial Group IncCOM22,502$176.5 萬0.3%歷史
ANFAbercrombie & Fitch CoCL A9,871$175.5 萬0.3%歷史
CSWCSW Industrials, Inc.COM6,589$174.8 萬0.3%歷史
GTLBGitlab Inc.CLASS A COM35,107$174.6 萬0.3%歷史
ITWIllinois Tool Works IncStock7,366$174.5 萬0.3%歷史
CRHCRH Public Ltd CoORD23,093$173.2 萬0.3%歷史
LDOSLeidos Holdings, Inc.COM11,082$161.7 萬0.3%歷史
STNEStoneCo Ltd.COM133,461$160.0 萬0.3%歷史
AEPAmerican Electric Power Co IncStock18,232$160.0 萬0.3%歷史
BENFranklin Templeton IncCOM70,705$158.0 萬0.3%歷史
CCICrown Castle Inc.REIT15,878$155.1 萬0.3%歷史
MZTIMarzetti CoCOM7,957$150.4 萬0.2%歷史
CMSCMS Energy CorpCOM25,232$150.2 萬0.2%歷史
EMEEMCOR Group, Inc.Stock4,094$149.5 萬0.2%歷史
JEFJefferies Financial Group Inc.COM28,663$142.6 萬0.2%歷史
PGRProgressive CorpStock6,797$141.2 萬0.2%歷史
IFFInternational Flavors & Fragrances IncCOM14,662$139.6 萬0.2%歷史
QLYSQualys, Inc.COM9,764$139.2 萬0.2%歷史
REXRRexford Industrial Realty, Inc.COM31,012$138.3 萬0.2%歷史
EHCEncompass Health CorpCOM15,975$137.0 萬0.2%歷史
SHAKShake Shack Inc.CL A14,791$133.1 萬0.2%歷史
RLRalph Lauren CorpCL A7,591$132.9 萬0.2%歷史
VRTXVertex Pharmaceuticals IncStock2,775$130.1 萬0.2%歷史
AITApplied Industrial Technologies IncCOM6,527$126.6 萬0.2%歷史
JBLJabil IncStock11,568$125.8 萬0.2%歷史
SBUXStarbucks CorpStock16,128$125.6 萬0.2%歷史
TDGTransDigm Group INCCOM939$120.0 萬0.2%歷史
ELSEquity Lifestyle Properties IncCOM18,413$119.9 萬0.2%歷史
PHParker-Hannifin CorpStock2,355$119.1 萬0.2%歷史
SONSonoco Products CoCOM23,420$118.8 萬0.2%歷史
QRVOQorvo, Inc.Stock10,143$117.7 萬0.2%歷史
MOHMolina Healthcare, Inc.COM3,796$112.9 萬0.2%歷史
TOLToll Brothers, Inc.COM9,772$112.6 萬0.2%歷史
GWWW.W. Grainger, Inc.Stock1,244$112.2 萬0.2%歷史
LECOLincoln Electric Holdings IncCOM5,932$111.9 萬0.2%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM10,036$111.9 萬0.2%歷史
CHEChemed CorpCOM2,041$110.7 萬0.2%歷史
ETREntergy CorpCOM10,211$109.3 萬0.2%歷史
KMBKimberly Clark CorpStock7,656$105.8 萬0.2%歷史
CATCaterpillar IncStock3,171$105.6 萬0.2%歷史
WELLWelltower Inc.REIT10,033$104.6 萬0.2%歷史
LBRTLiberty Energy Inc.COM CL A49,916$104.3 萬0.2%歷史
BKHBlack Hills CorpCOM19,154$104.2 萬0.2%歷史
EVRIEveri Holdings Inc.COM123,958$104.1 萬0.2%歷史
HURNHuron Consulting Group Inc.Stock10,500$103.4 萬0.2%歷史
STRAStrategic Education, Inc.COM9,216$102.0 萬0.2%歷史
ATKRAtkore Inc.COM7,544$101.8 萬0.2%歷史
KEXKirby CorpCOM8,130$97.3 萬0.2%歷史
LGIHLGI Homes, Inc.COM10,561$94.5 萬0.2%歷史
ABMAbm Industries IncCOM18,557$93.8 萬0.2%歷史
AAONAaon, Inc.COM PAR $0.00410,669$93.1 萬0.2%歷史
BLDQXO Insulation, LLCStock2,359$90.9 萬0.1%歷史
THGHanover Insurance Group, Inc.COM7,122$89.3 萬0.1%歷史
GLBEGlobal-E Online Ltd.SHS24,587$89.2 萬0.1%歷史
MDBMongoDB, Inc.CL A3,540$88.5 萬0.1%歷史
BJBJ's Wholesale Club Holdings, Inc.COM10,072$88.5 萬0.1%歷史
MGAMagna International IncCOM21,095$88.4 萬0.1%歷史
AEMAgnico Eagle Mines LtdStock13,442$87.9 萬0.1%歷史
BAHBooz Allen Hamilton Holding CorpCL A5,709$87.9 萬0.1%歷史
TDYTeledyne Technologies IncCOM2,264$87.8 萬0.1%歷史
PEGPublic Service Enterprise Group IncCOM11,917$87.8 萬0.1%歷史
FIVEFive Below, IncCOM8,053$87.8 萬0.1%歷史
REZIResideo Technologies, Inc.Stock44,451$86.9 萬0.1%歷史
FTREFortrea Holdings Inc.COMMON STOCK36,603$85.4 萬0.1%歷史
LNCLincoln National CorpCOM27,337$85.0 萬0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR34,828$84.9 萬0.1%歷史
NTRSNorthern Trust CorpCOM10,083$84.7 萬0.1%歷史
PENPenumbra IncCOM4,681$84.2 萬0.1%歷史