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Nebula Research & Development LLC

SEC CIK
0001792635
最新申報
2026/5/15

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
935
較 2025 年第 1 季 +10
總值
$11.7 億
較 2025 年第 1 季 +$9,279 萬 (+8.6%)
申報日
2025/8/14
SEC
Nebula Research & Development LLC 在 2025 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
SNAPSnap IncStock192,706$167.5 萬0.1%+192,706新進歷史
SRPTSarepta Therapeutics, Inc.COM98,075$167.7 萬0.1%+98,075新進歷史
METMetlife IncStock20,939$168.4 萬0.1%+20,939新進歷史
SEMSelect Medical Holdings CorpCOM112,364$170.6 萬0.1%+112,364新進歷史
CPNGCoupang, Inc.CL A57,180$171.3 萬0.1%−29,552−34.1%減碼歷史
VLTOVeralto CorpStock17,020$171.8 萬0.1%−32,585−65.7%減碼歷史
DTEDte Energy CoCOM13,043$172.8 萬0.1%+13,043新進歷史
BGCBGC Group, Inc.CL A169,341$173.2 萬0.1%+82,360+94.7%加碼歷史
CAHCardinal Health IncStock10,334$173.6 萬0.1%+2,646+34.4%加碼歷史
ANAutonation, Inc.COM8,778$174.4 萬0.1%+8,778新進歷史
OKLOOklo Inc.COM CL A31,209$174.7 萬0.1%+1,242+4.1%加碼歷史
SMPLSimply Good Foods CoCOM55,377$174.9 萬0.1%−9,274−14.3%減碼歷史
INSPInspire Medical Systems, Inc.COM13,522$175.5 萬0.1%−1,032−7.1%減碼歷史
CHEChemed CorpCOM3,608$175.7 萬0.1%+1,887+109.6%加碼歷史
APPFAppfolio IncCOM CL A7,711$177.6 萬0.2%+7,711新進歷史
OLNOLIN CorpStock88,560$177.9 萬0.2%+43,544+96.7%加碼歷史
FROGJFrog LtdStock40,727$178.7 萬0.2%+15,841+63.7%加碼歷史
RMDResmed IncCOM6,935$178.9 萬0.2%−7,371−51.5%減碼歷史
CECelanese CorpStock32,670$180.8 萬0.2%+32,670新進歷史
ODFLOld Dominion Freight Line, Inc.COM11,270$182.9 萬0.2%+547+5.1%加碼歷史
INVHInvitation Homes Inc.COM55,845$183.2 萬0.2%−7,171−11.4%減碼歷史
MEDPMedpace Holdings, Inc.COM5,849$183.6 萬0.2%+3,974+211.9%加碼歷史
RMBSRambus IncCOM28,720$183.9 萬0.2%+13,677+90.9%加碼歷史
KRKroger CoStock25,653$184.0 萬0.2%+25,653新進歷史
ACTEnact Holdings, Inc.COM49,798$185.0 萬0.2%+19,096+62.2%加碼歷史
XYLXylem Inc.COM14,410$186.4 萬0.2%+14,410新進歷史
AAPLApple Inc.Stock9,111$186.9 萬0.2%+7,367+422.4%加碼歷史
NFGNational Fuel Gas CoStock22,143$187.6 萬0.2%+16,231+274.5%加碼歷史
CNICanadian National Railway CoStock18,059$187.9 萬0.2%+11,789+188.0%加碼歷史
RSGRepublic Services, Inc.COM7,625$188.0 萬0.2%+7,625新進歷史
XENEXenon Pharmaceuticals Inc.COM60,223$188.5 萬0.2%+13,662+29.3%加碼歷史
FLYWFlywire CorpCOM VTG163,373$191.1 萬0.2%−18,752−10.3%減碼歷史
PRDOPerdoceo Education CorpCOM58,533$191.3 萬0.2%+6,048+11.5%加碼歷史
DGDollar General CorpCOM16,753$191.6 萬0.2%+16,753新進歷史
CHKPCheck Point Software Technologies LtdORD8,679$192.0 萬0.2%+5,743+195.6%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW20,256$192.4 萬0.2%+9,485+88.1%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A69,884$193.4 萬0.2%+31,570+82.4%加碼歷史
TERTeradyne, IncStock21,605$194.3 萬0.2%−12,067−35.8%減碼歷史
PEBPebblebrook Hotel TrustCOM195,799$195.6 萬0.2%+96,608+97.4%加碼歷史
KGCKinross Gold CorpCOM126,372$197.5 萬0.2%+102,486+429.1%加碼歷史
CAKECheesecake Factory IncCOM31,533$197.6 萬0.2%−42,660−57.5%減碼歷史
GRABGrab Holdings LtdCLASS A ORD393,485$197.9 萬0.2%−183,510−31.8%減碼歷史
BMRNBiomarin Pharmaceutical IncCOM36,071$198.3 萬0.2%+18,171+101.5%加碼歷史
CRVLCorvel CorpCOM19,333$198.7 萬0.2%+5,117+36.0%加碼歷史
EPAMEPAM Systems, Inc.COM11,275$199.4 萬0.2%+3,868+52.2%加碼歷史
FNFabrinetSHS6,849$201.8 萬0.2%−980−12.5%減碼歷史
HPQHP IncStock82,643$202.1 萬0.2%+82,643新進歷史
APPNAppian CorpCL A67,731$202.2 萬0.2%+67,731新進歷史
CSTMConstellium SECL A SHS153,440$204.1 萬0.2%−8,627−5.3%減碼歷史
ASTSAST SpaceMobile, Inc.COM CL A44,465$207.8 萬0.2%−17,066−27.7%減碼歷史
NMIHNMI Holdings, Inc.COM49,767$210.0 萬0.2%−8,054−13.9%減碼歷史
SWKSSkyworks Solutions, Inc.Stock28,188$210.1 萬0.2%+28,188新進歷史
CARTMaplebear Inc.COM46,532$210.5 萬0.2%+46,532新進歷史
SONSonoco Products CoCOM48,343$210.6 萬0.2%+48,343新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock9,651$211.0 萬0.2%+9,651新進歷史
CBRLCracker Barrel Old Country Store, IncCOM34,587$211.3 萬0.2%−30,793−47.1%減碼歷史
BMIBadger Meter IncCOM8,637$211.6 萬0.2%−3,900−31.1%減碼歷史
PVHPVH Corp.COM31,073$213.2 萬0.2%+12,301+65.5%加碼歷史
APPAppLovin CorpCOM CL A6,094$213.3 萬0.2%+6,094新進歷史
SEESealed Air CorpCOM69,211$214.8 萬0.2%+31,382+83.0%加碼歷史
TXTTextron IncCOM26,750$214.8 萬0.2%+26,750新進歷史
DOCNDigitalOcean Holdings, Inc.COM75,414$215.4 萬0.2%+75,414新進歷史
ALBAlbemarle CorpStock34,430$215.8 萬0.2%+29,078+543.3%加碼歷史
ULSUL Solutions Inc.CLASS A COM SHS29,616$215.8 萬0.2%+21,810+279.4%加碼歷史
RRRRed Rock Resorts, Inc.CL A42,023$218.6 萬0.2%+8,880+26.8%加碼歷史
KOCoca Cola CoStock31,214$220.8 萬0.2%−28,692−47.9%減碼歷史
SPGSimon Property Group Inc.REIT13,806$221.9 萬0.2%+13,806新進歷史
ESEEsco Technologies IncCOM11,677$224.0 萬0.2%−3,819−24.6%減碼歷史
UNFUnifirst CorpCOM11,967$225.2 萬0.2%+8,189+216.8%加碼歷史
LPXLouisiana-Pacific CorpCOM26,217$225.4 萬0.2%+18,240+228.7%加碼歷史
ESLTElbit Systems LtdStock5,028$226.0 萬0.2%+5,028新進歷史
MCDMcDonalds CorpStock7,747$226.3 萬0.2%+7,747新進歷史
CLFCleveland-Cliffs Inc.COM299,375$227.5 萬0.2%+72,354+31.9%加碼歷史
ODDOddity Tech LtdSHS CL A30,236$228.2 萬0.2%+10,099+50.2%加碼歷史
TXRHTexas Roadhouse, Inc.COM12,254$229.7 萬0.2%−13,171−51.8%減碼歷史
BRZEBraze, Inc.Stock82,038$230.5 萬0.2%+12,821+18.5%加碼歷史
JCIJohnson Controls International plcStock22,127$233.7 萬0.2%−15,432−41.1%減碼歷史
PEPPepsiCo IncStock17,856$235.8 萬0.2%+17,856新進歷史
OSOneStream, Inc.CL A83,315$235.8 萬0.2%+55,306+197.5%加碼歷史
IOSPInnospec Inc.COM28,128$236.5 萬0.2%+3,829+15.8%加碼歷史
RLRalph Lauren CorpCL A8,644$237.1 萬0.2%−10,539−54.9%減碼歷史
EAElectronic Arts Inc.COM14,852$237.2 萬0.2%+14,852新進歷史
VITLVital Farms, Inc.COM61,880$238.4 萬0.2%+20,358+49.0%加碼歷史
IOTSamsara Inc.Stock60,315$239.9 萬0.2%−5,326−8.1%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM4,575$240.2 萬0.2%+892+24.2%加碼歷史
UNPUnion Pacific CorpStock10,469$240.9 萬0.2%+7,224+222.6%加碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A37,869$241.1 萬0.2%+1,351+3.7%加碼歷史
ALGAlamo Group IncCOM11,141$243.3 萬0.2%+259+2.4%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW92,053$244.2 萬0.2%−17,491−16.0%減碼歷史
ABBVAbbVie Inc.Stock13,189$244.8 萬0.2%−6,392−32.6%減碼歷史
VEEVVeeva Systems IncStock8,503$244.9 萬0.2%+2,029+31.3%加碼歷史
MSIMotorola Solutions, Inc.Stock5,834$245.3 萬0.2%+5,834新進歷史
CGNXCognex CorpCOM77,418$245.6 萬0.2%+77,418新進歷史
TMOThermo Fisher Scientific Inc.Stock6,069$246.1 萬0.2%+2,254+59.1%加碼歷史
EWEdwards Lifesciences CorpStock31,471$246.1 萬0.2%−16,819−34.8%減碼歷史
ASANAsana, Inc.CL A184,111$248.5 萬0.2%+184,111新進歷史
INGRIngredion IncCOM18,641$252.8 萬0.2%+18,641新進歷史
USFDUS Foods Holding Corp.COM32,835$252.9 萬0.2%+32,835新進歷史
AEPAmerican Electric Power Co IncStock24,434$253.5 萬0.2%−18,038−42.5%減碼歷史
CWCurtiss Wright CorpStock5,201$254.1 萬0.2%−7,518−59.1%減碼歷史

2025 年第 1 季之後清倉(257 檔)

2025 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 257 檔。

Nebula Research & Development LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
UPSUnited Parcel Service IncStock43,823$482.0 萬0.4%歷史
ICEIntercontinental Exchange, Inc.Stock26,979$465.4 萬0.4%歷史
AZOAutoZone IncCOM1,195$455.6 萬0.4%歷史
GDDYGoDaddy Inc.CL A24,683$444.6 萬0.4%歷史
EXCExelon CorpStock89,246$411.2 萬0.4%歷史
TPRTapestry, Inc.COM54,620$384.6 萬0.4%歷史
ARCCAres Capital CorpCEF167,272$370.7 萬0.3%歷史
DUOLDuolingo, Inc.CL A COM11,725$364.1 萬0.3%歷史
GPCGenuine Parts CoStock30,231$360.2 萬0.3%歷史
NINisource Inc.COM83,842$336.1 萬0.3%歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW20,261$324.6 萬0.3%歷史
AONAon plcCL A8,003$319.4 萬0.3%歷史
EIXEdison InternationalStock52,666$310.3 萬0.3%歷史
HESMHess Midstream LPCL A SHS72,160$305.2 萬0.3%歷史
SNSharkNinja, Inc.COM SHS34,708$289.5 萬0.3%歷史
WFCWells Fargo & CompanyStock39,741$285.3 萬0.3%歷史
FLUTFlutter Entertainment plcSHS12,316$272.9 萬0.3%歷史
PKGPackaging Corp of AmericaStock13,541$268.1 萬0.2%歷史
ORLYO Reilly Automotive IncStock1,839$263.5 萬0.2%歷史
PAYXPaychex IncStock17,021$262.6 萬0.2%歷史
CCitigroup IncStock36,965$262.4 萬0.2%歷史
RIVNRivian Automotive, Inc.Stock209,728$261.1 萬0.2%歷史
GEGeneral Electric CoStock12,881$257.8 萬0.2%歷史
URIUnited Rentals, Inc.COM4,005$251.0 萬0.2%歷史
SUSuncor Energy IncStock61,929$239.8 萬0.2%歷史
IBKRInteractive Brokers Group, Inc.Stock14,021$232.2 萬0.2%歷史
PGProcter & Gamble CoStock13,369$227.8 萬0.2%歷史
NXPINXP Semiconductors N.V.COM11,948$227.1 萬0.2%歷史
MCMoelis & CoCL A38,701$225.9 萬0.2%歷史
DECKDeckers Outdoor CorpCOM20,107$224.8 萬0.2%歷史
EQIXEquinix IncCOM2,723$222.0 萬0.2%歷史
WIXWix.com Ltd.SHS13,169$215.2 萬0.2%歷史
SYYSysco CorpStock28,126$211.1 萬0.2%歷史
SKXSkechers USA IncCL A36,820$209.1 萬0.2%歷史
BRXBrixmor Property Group Inc.COM76,174$202.2 萬0.2%歷史
PYPLPayPal Holdings, Inc.Stock30,300$197.7 萬0.2%歷史
FEFirstenergy CorpCOM48,781$197.2 萬0.2%歷史
AERAerCap Holdings N.V.SHS19,212$196.3 萬0.2%歷史
FLRFluor CorpStock54,504$195.2 萬0.2%歷史
DBXDropbox, Inc.CL A71,329$190.5 萬0.2%歷史
AVBAvalonbay Communities IncCOM8,711$187.0 萬0.2%歷史
DDDuPont de Nemours, Inc.COM24,121$180.1 萬0.2%歷史
HUBBHubbell IncCOM5,232$173.1 萬0.2%歷史
TRNOTerreno Realty CorpCOM26,968$170.5 萬0.2%歷史
COLMColumbia Sportswear CoCOM22,278$168.6 萬0.2%歷史
RTXRTX CorpStock12,696$168.2 萬0.2%歷史
AMBAAmbarella IncSHS33,274$167.5 萬0.2%歷史
SOSouthern CoStock18,177$167.1 萬0.2%歷史
LOPEGrand Canyon Education, Inc.COM9,659$167.1 萬0.2%歷史
SMCISuper Micro Computer, Inc.Stock47,613$163.0 萬0.2%歷史
KNTKKinetik Holdings Inc.COM NEW CL A30,943$160.7 萬0.1%歷史
EXRExtra Space Storage Inc.COM10,687$158.7 萬0.1%歷史
HRBH&R Block IncCOM28,260$155.2 萬0.1%歷史
ZBRAZebra Technologies CorpCL A5,372$151.8 萬0.1%歷史
AIGAmerican International Group, Inc.Stock17,116$148.8 萬0.1%歷史
STAGSTAG Industrial, Inc.COM40,342$145.7 萬0.1%歷史
FTNTFortinet, Inc.Stock15,077$145.1 萬0.1%歷史
LECOLincoln Electric Holdings IncCOM7,398$139.9 萬0.1%歷史
GHGuardant Health, Inc.COM32,791$139.7 萬0.1%歷史
AAPAdvance Auto Parts IncCOM34,169$134.0 萬0.1%歷史
GSGoldman Sachs Group IncStock2,449$133.8 萬0.1%歷史
LEVILevi Strauss & CoCL A COM STK84,574$131.9 萬0.1%歷史
KDPKeurig Dr Pepper Inc.COM37,667$128.9 萬0.1%歷史
SIGSignet Jewelers LtdSHS21,914$127.2 萬0.1%歷史
ABTAbbott LaboratoriesStock9,588$127.2 萬0.1%歷史
KMBKimberly Clark CorpStock8,819$125.4 萬0.1%歷史
OSCROscar Health, Inc.CL A95,463$125.2 萬0.1%歷史
CATCaterpillar IncStock3,775$124.5 萬0.1%歷史
STRSitio Royalties Corp.CLASS A COM62,123$123.4 萬0.1%歷史
SXTSensient Technologies CorpCOM16,547$123.2 萬0.1%歷史
NBISNebius Group N.V.Stock57,570$121.5 萬0.1%歷史
VCVisteon CorpCOM NEW15,602$121.1 萬0.1%歷史
HLTHilton Worldwide Holdings Inc.COM5,243$119.3 萬0.1%歷史
PORPortland General Electric CoCOM NEW26,161$116.7 萬0.1%歷史
CHTRCharter Communications, Inc.CL A3,166$116.7 萬0.1%歷史
CASYCaseys General Stores IncCOM2,660$115.5 萬0.1%歷史
WENWendy's CoStock77,313$113.1 萬0.1%歷史
EXPDExpeditors International of Washington IncCOM9,358$112.5 萬0.1%歷史
WSOWatsco IncCOM2,115$107.5 萬0.1%歷史
BCBrunswick CorpCOM19,484$104.9 萬0.1%歷史
SLNOSoleno Therapeutics IncCOM14,469$103.4 萬0.1%歷史
STXSeagate Technology Holdings plcORD SHS12,146$103.2 萬0.1%歷史
ADTADT Inc.COM125,303$102.0 萬0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS53,136$100.7 萬0.1%歷史
CWTCalifornia Water Service GroupCOM20,729$100.5 萬0.1%歷史
HOLXHologic IncCOM16,199$100.1 萬0.1%歷史
WOLFWolfspeed, Inc.Stock324,530$99.3 萬0.1%歷史
IQVIQVIA Holdings Inc.Stock5,566$98.1 萬0.1%歷史
CELHCelsius Holdings, Inc.COM NEW25,910$92.3 萬0.1%歷史
AESAES CorpStock73,984$91.9 萬0.1%歷史
HRHealthcare Realty Trust IncCL A COM53,588$90.6 萬0.1%歷史
BWXTBWX Technologies, Inc.COM9,163$90.4 萬0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM25,416$88.7 萬0.1%歷史
CRBGCorebridge Financial, Inc.COM26,873$84.8 萬0.1%歷史
ELSEquity Lifestyle Properties IncCOM12,682$84.6 萬0.1%歷史
KRCKilroy Realty CorpCOM25,583$83.8 萬0.1%歷史
GLGlobe Life Inc.COM6,300$83.0 萬0.1%歷史
BASECouchbase, Inc.COM52,363$82.5 萬0.1%歷史
LRCXLam Research CorpStock11,227$81.6 萬0.1%歷史
MSAMSA Safety IncCOM5,527$81.1 萬0.1%歷史