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NEBULA RESEARCH & DEVELOPMENT LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apogee Enterprises, Inc.APOG6.59K$267.55K
The Boston Beer Company, Inc.SAM6.54K$1.25M
Hamilton Lane IncorporatedHLNE6.53K$928.61K
McCormick & Company, IncorporatedMKC6.5K$492.75K
Lockheed Martin CorporationLMT6.47K$2.99M
Humana Inc.HUM6.44K$1.57M
Gartner, Inc.IT6.38K$2.58M
Zoom Communications, Inc.ZM6.35K$495.02K
The New York Times CompanyNYT6.34K$354.75K
Meta Platforms, Inc.META6.33K$4.67M
Kodiak Gas Services, Inc.KGS6.31K$216.38K
Cavco Industries, Inc.CVCO6.29K$2.73M
DaVita Inc.DVA6.26K$892.45K
Cimpress plcCMPR6.23K$292.95K
Allegion plcALLE6.15K$885.91K
Royal Gold, Inc.RGLD6.13K$1.09M
Kyndryl Holdings, Inc.KD6.11K$256.29K
Jacobs Solutions Inc.J6.1K$801.32K
AppLovin CorporationAPP6.09K$2.13M
Thermo Fisher Scientific Inc.TMO6.07K$2.46M