
NEBULA RESEARCH & DEVELOPMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ROKU | 54K | $4.71M |
![]() | ACAD | 54K | $1.16M |
![]() | WMT | 54K | $5.23M |
![]() | CIM | 53K | $736.98K |
![]() | PATH | 53K | $677.13K |
![]() | AFRM | 53K | $3.66M |
![]() | HG | 53K | $1.14M |
![]() | ONON | 53K | $2.74M |
![]() | OTIS | 52K | $5.19M |
![]() | THRY | 52K | $634.11K |
![]() | QNST | 52K | $839.13K |
![]() | VSTS | 52K | $298.15K |
![]() | WEAV | 52K | $432.73K |
![]() | CMCO | 51K | $781.96K |
![]() | TK | 51K | $418.71K |
![]() | DENN | 50K | $205.80K |
![]() | RAMP | 50K | $1.65M |
![]() | PCVX | 50K | $1.62M |
![]() | ACT | 50K | $1.85M |
![]() | NMIH | 50K | $2.10M |

Roku, Inc.
ROKU
Shares Held
54K
Value
$4.71M

ACADIA Pharmaceuticals Inc.
ACAD
Shares Held
54K
Value
$1.16M

Walmart Inc.
WMT
Shares Held
54K
Value
$5.23M

Chimera Investment Corporation
CIM
Shares Held
53K
Value
$736.98K

UiPath Inc.
PATH
Shares Held
53K
Value
$677.13K

Affirm Holdings, Inc.
AFRM
Shares Held
53K
Value
$3.66M

Hamilton Insurance Group, Ltd.
HG
Shares Held
53K
Value
$1.14M

On Holding AG
ONON
Shares Held
53K
Value
$2.74M

Otis Worldwide Corporation
OTIS
Shares Held
52K
Value
$5.19M

Thryv Holdings, Inc.
THRY
Shares Held
52K
Value
$634.11K

QuinStreet, Inc.
QNST
Shares Held
52K
Value
$839.13K

Vestis Corporation
VSTS
Shares Held
52K
Value
$298.15K

Weave Communications, Inc.
WEAV
Shares Held
52K
Value
$432.73K

Columbus McKinnon Corporation
CMCO
Shares Held
51K
Value
$781.96K

Teekay Corporation
TK
Shares Held
51K
Value
$418.71K

Denny's Corporation
DENN
Shares Held
50K
Value
$205.80K

LiveRamp Holdings, Inc.
RAMP
Shares Held
50K
Value
$1.65M

Vaxcyte, Inc.
PCVX
Shares Held
50K
Value
$1.62M

Enact Holdings, Inc.
ACT
Shares Held
50K
Value
$1.85M

NMI Holdings, Inc.
NMIH
Shares Held
50K
Value
$2.10M
