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13F-HR filed by Nebula Research & Development LLC

Nebula Research & Development LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 703 holding rows worth $464,301,619.

Accession
0001172661-24-002409
Filed
2024-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 703 entries on the cover page, a total value of $464,301,619 stated on the cover page (in dollars after the unit check, H1), rows summing to $464,301,619 with VALUE read as dollars as filed, 13F file number 028-19771. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VEECO INSTRS INC DEL COM922417100Stock9,257$325,569dollars as filed
DOVER CORP COM260003108Stock1,836$325,321dollars as filed
B & G FOODS INC05508R106COM28,255$323,237dollars as filed
NETSTREIT CORP64119V303COM17,585$323,036dollars as filed
GARMIN LTD SHSH2906T109Stock2,161$321,708dollars as filed
SINCLAIR INC CL A829242106Stock23,861$321,408dollars as filed
Day One Biopharmaceuticals Inc23954D109Common Stock19,419$320,802dollars as filed
IDACORP INC451107106COM3,450$320,471dollars as filed
AVIAT NETWORKS INC05366Y201COMMON STOCK8,346$319,986dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW2,866$319,616dollars as filed
WORKIVA INC COM CL A98139A105Stock3,765$319,272dollars as filed
STERICYCLE INC858912108COM6,029$318,030dollars as filed
ENHABIT INC29332G102COM27,193$316,798dollars as filed
MURPHY OIL CORP COM626717102Stock6,908$315,696dollars as filed
UNITIL CORP COM913259107Stock6,015$314,885dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM976$312,896dollars as filed
DRIVEN BRANDS HLDGS INC26210V102COM19,768$312,137dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM4,357$311,177dollars as filed
HEIDRICK & STRUGGLES INTL IN422819102COM9,195$309,504dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM4,032$309,456dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM14,193$307,846dollars as filed
ITT INC COM45073V108Stock2,261$307,564dollars as filed
I3 VERTICALS INC46571Y107COM CL A13,425$307,298dollars as filed
Gilead Sciences,Inc.375558103COM4,167$305,233dollars as filed
ECOLAB INC COM278865100Stock1,317$304,095dollars as filed
DANAOS CORPORATION SHSY1968P121Stock4,210$303,962dollars as filed
ZIMVIE INC98888T107COM18,355$302,674dollars as filed
COMMERCE.COM INC08975P108COM SER 143,867$302,244dollars as filed
OCCIDENTAL PETE CORP674599105COM4,624$300,514dollars as filed
ALLETE INC018522300COM NEW5,019$299,333dollars as filed
ELECTRONIC ARTS INC COM285512109Stock2,256$299,304dollars as filed
HAIN CELESTIAL GROUP INC405217100COM37,993$298,625dollars as filed
PHREESIA INC71944F106COM12,477$298,575dollars as filed
CIMPRESS PLCG2143T103SHS EURO3,356$297,040dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock5,807$296,680dollars as filed
BOSTON OMAHA CORP CL A101044105COMMON STOCK19,173$296,415dollars as filed
GETTY RLTY CORP NEW COM374297109REIT10,826$296,091dollars as filed
DUCKHORN PORTFOLIO INC26414D106COM31,767$295,751dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock51,598$294,625dollars as filed
PAR TECHNOLOGY CORP698884103COM6,461$293,071dollars as filed
CRH PLC ORDG25508105Stock3,386$292,076dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock8,647$289,242dollars as filed
TACTILE SYSTEMS TECHNOLOGY I87357P100COMMON STOCK17,789$289,071dollars as filed
TARGA RES CORP COM87612G101Stock2,580$288,934dollars as filed
PALOMAR HLDGS INC COM69753M105Stock3,438$288,208dollars as filed
ALBANY INTL CORP012348108CL A3,053$285,486dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK3,261$285,077dollars as filed
AMBARELLA INCG037AX101SHS5,602$284,414dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK22,459$284,106dollars as filed
FORTINET INC COM34959E109Stock4,159$284,101dollars as filed
SKECHERS U S A INC830566105CL A4,606$282,164dollars as filed
ADTRAN HOLDINGS INC00486H105COM51,418$279,714dollars as filed
UPBOUND GROUP INC COM76009N100Stock7,903$278,265dollars as filed
INFORMATICA INC45674M101COM CL A7,925$277,375dollars as filed
RMR GROUP INC74967R106CL A11,549$277,176dollars as filed
ROYAL BK CDA COM780087102Stock2,742$276,613dollars as filed
FORTIVE CORP COM34959J108Stock3,213$276,382dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock25,225$276,214dollars as filed
TRI POINTE HOMES INC87265H109COM7,124$275,414dollars as filed
HNI CORP COM404251100Stock6,100$275,293dollars as filed
RETAIL OPPORTUNITY INVESTMENTS76131N101COMMON STOCK21,464$275,168dollars as filed
ENANTA PHARMACEUTICALS INC29251M106COM15,745$274,908dollars as filed
MARTEN TRANSPORT LTD573075108COM14,793$273,375dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock3,625$272,890dollars as filed
ST JOE CO790148100COM4,681$271,358dollars as filed
RE MAX HLDGS INC75524W108CL A30,914$271,116dollars as filed
MCKESSON CORP COM58155Q103Stock505$271,109dollars as filed
ServiceNow,Inc.81762P102COM354$269,890dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock30,958$268,406dollars as filed
ORTHOFIX MED INC68752M108COM18,479$268,315dollars as filed
MIMEDX GROUP INC602496101COM34,806$268,006dollars as filed
ACADIA PHARMACEUTICALS INC004225108COM14,473$267,606dollars as filed
CORTEVA INC COM22052L104Stock4,615$266,147dollars as filed
CACTUS INC127203107CL A5,311$266,028dollars as filed
ARGAN INC04010E109COM5,250$265,335dollars as filed
CONSOL ENERGY INC NEW20854L108COM3,144$263,341dollars as filed
DUN & BRADSTREET HLDGS INC26484T106COM26,195$262,998dollars as filed
PLIANT THERAPEUTICS INC729139105COM17,650$262,985dollars as filed
BJS RESTAURANTS INC09180C106COM7,222$261,292dollars as filed
TORM PLC SHS CL AG89479102Stock7,459$260,692dollars as filed
PENTAIR PLC SHSG7S00T104Stock3,049$260,507dollars as filed
CMB.TECH NV SHSB38564108Stock15,664$260,492dollars as filed
ALLEGIANT TRAVEL CO01748X102COM3,457$260,001dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock919$259,608dollars as filed
GRAHAM HLDGS CO COM CL B384637104Stock338$259,476dollars as filed
EURONET WORLDWIDE INC COM298736109Stock2,360$259,435dollars as filed
ATLANTA BRAVES HLDGS INC047726302COM SER C6,570$256,624dollars as filed
POWELL INDS INC739128106COM1,798$255,855dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,031$255,451dollars as filed
SITIO ROYALTIES CORP82983N108CLASS A COM10,292$254,418dollars as filed
DOLE PLCG27907107ORD SHS21,148$252,296dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM18,336$251,753dollars as filed
ARDELYX INC039697107COM34,179$249,507dollars as filed
COMERICAINC200340107COM4,527$248,940dollars as filed
CINCINNATI FINL CORP COM172062101Stock1,999$248,216dollars as filed
NEVRO CORP64157F103COM17,167$247,891dollars as filed
ARHAUS INC04035M102COMMON STOCK16,042$246,886dollars as filed
BLUELINX HOLDINGS INC09624H208COMMON STOCK1,878$244,591dollars as filed
MEDICAL PROPERTIES TRUST INC COM58463J304REIT51,988$244,344dollars as filed
NPK INTERNATIONAL INC651718504COMMON STOCK33,764$243,776dollars as filed
IDEXX LABS INC COM45168D104Stock451$243,508dollars as filed
ASPEN TECHNOLOGY INC29109X106COM1,129$240,793dollars as filed
BRANDYWINE RLTY TR105368203SH BEN INT NEW49,672$238,426dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock1,422$238,142dollars as filed
AMERICAN VANGUARD CORP030371108COM18,388$238,125dollars as filed
GRANITE PT MTG TR INC38741L107COM STK49,913$238,085dollars as filed
COMMVAULT SYS INC COM204166102Stock2,342$237,549dollars as filed
KBR INC COM48242W106Stock3,697$235,351dollars as filed
PARAMOUNT GROUP INC69924R108COM50,079$234,871dollars as filed
ACCOLADE INC00437E102COM22,391$234,658dollars as filed
HCI GROUP INC40416E103COM2,016$234,017dollars as filed
INSIGHT ENTERPRISES INC45765U103COM1,256$233,013dollars as filed
THE SHYFT GROUP825698103COMMON STOCK18,705$232,316dollars as filed
SILGAN HLDGS INC827048109COM4,742$230,272dollars as filed
DRIL-QUIP INC262037104COM10,210$230,031dollars as filed
WAYFAIR INC94419L101CL A3,384$229,706dollars as filed
WARBY PARKER INC93403J106CL A COM16,780$228,376dollars as filed
SCHNEIDER NATIONAL INC80689H102CL B10,079$228,189dollars as filed
MATTHEWS INTL CORP CLASS A577128101COMMON STOCK7,288$226,511dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock2,265$224,847dollars as filed
INTERNATIONAL SEAWAYS INC COMY41053102Stock4,185$222,642dollars as filed
GENTHERM INC37253A103COM3,853$221,856dollars as filed
WORTHINGTON STL INC982104101COM SHS6,180$221,553dollars as filed
GENERAL MTRS CO COM37045V100Stock4,879$221,263dollars as filed
DAVE & BUSTERS ENTMT INC238337109COM3,506$219,476dollars as filed
Sun Country Airlines Holding866683105COM14,422$217,628dollars as filed
VERIS RESIDENTIAL INC554489104COM14,255$216,819dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock3,667$216,463dollars as filed
IMPERIAL OIL LTD COM NEW453038408Stock3,129$216,308dollars as filed
SOLARWINDS CORP83417Q204COM NEW16,952$213,934dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock851$212,946dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock4,493$211,261dollars as filed
ATLASSIANCORPCLASSA049468101STOK1,071$208,963dollars as filed
ICON PUB LTD CO SHSG4705A100Stock622$208,961dollars as filed
B. RILEY FINANCIAL INC05580M108COM9,863$208,800dollars as filed
GLADSTONE LAND CORP376549101REIT15,595$208,037dollars as filed
BWX TECHNOLOGIES INC05605H100COM2,017$206,985dollars as filed
SOUTHWEST GAS HLDGS INC COM844895102Stock2,715$206,693dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM16,627$206,507dollars as filed
FUTUREFUEL CORP36116M106COMMON STOCK25,612$206,177dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A13,299$205,736dollars as filed
FOX CORP CL A COM35137L105Stock6,562$205,194dollars as filed
URBAN OUTFITTERS INC917047102COM4,690$203,640dollars as filed
UPWORK INC91688F104COM16,513$202,449dollars as filed
IDEX CORP COM45167R104Stock827$201,805dollars as filed
ACCO BRANDS CORP COM00081T108Stock35,041$196,580dollars as filed
EXCELERATE ENERGY INC CL A COM30069T101Stock12,208$195,572dollars as filed
W & T OFFSHORE INC92922P106COM71,379$189,154dollars as filed
SI BONE INC825704109COM11,544$188,975dollars as filed
PROASSURANCE CORP74267C106COM14,592$187,653dollars as filed
CLEAN ENERGY FUELS CORP184499101COMMON STOCK69,991$187,576dollars as filed
RANGER ENERGY SERVICES CL A75282U104COMMON STOCK16,359$184,693dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock11,399$183,410dollars as filed
PARK HOTELS & RESORTS INC COM700517105REIT10,350$181,021dollars as filed
COMMUNITY HEALTH SYSTEMS INC203668108COMMON STOCK51,498$180,243dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock13,396$177,631dollars as filed
GCM GROSVENOR INC36831E108COM CL A18,086$174,711dollars as filed
GLOBAL MED REIT INC37954A204COM NEW19,679$172,191dollars as filed
INVESCO MORTGAGE CAPITAL INC COM46131B704REIT17,739$171,714dollars as filed
CATALYST PHARMACEUTICALS INC14888U101COM10,703$170,606dollars as filed
FARMLAND PARTNERS INC31154R109REIT15,009$166,600dollars as filed
DOMO INC257554105COM CL B18,632$166,197dollars as filed
CHIMERA INVESTMENT CORP16934Q208COM NEW35,130$161,949dollars as filed
HALLADOR ENERGY COMPANY40609P105COM30,232$161,137dollars as filed
KENNEDY-WILSON HOLDINGS INC489398107COM18,421$158,052dollars as filed
ZUMIEZ INC989817101COMMON STOCK10,155$154,254dollars as filed
ARKO CORP041242108COMMON STOCK26,762$152,543dollars as filed
JOBY AVIATION INCg65163100COMMON STOCK28,136$150,809dollars as filed
VECTOR GROUP LTD92240M108COM13,597$149,023dollars as filed
PANGAEA LOGISTICS SOLUTIONSG6891L105COMMON STOCK21,329$148,663dollars as filed
GLOBAL NET LEASE INC COM NEW379378201REIT19,013$147,731dollars as filed
CUSTOM TRUCK ONE SOURCE INC23204X103COM CL A24,471$142,421dollars as filed
EMBECTA CORP29082K105COMMON STOCK10,426$138,353dollars as filed
HEARTLAND EXPRESS INC422347104COM11,313$135,077dollars as filed
SUNSTONE HOTEL INVS INC NEW867892101COM11,983$133,491dollars as filed
DHT HOLDINGS INCY2065G121SHS NEW11,150$128,225dollars as filed
IMMERSION CORPORATION452521107COMMON STOCK17,101$127,915dollars as filed
YEXT INC98585N106COM20,782$125,315dollars as filed
EASTMAN KODAK CO277461406COM NEW25,230$124,889dollars as filed
ORION PROPERTIES INC COM68629Y103REIT33,924$119,073dollars as filed
AGNT INC30212W100COM11,060$114,250dollars as filed
LINDBLAD EXPEDITIONS HLDGS I535219109COM12,201$113,835dollars as filed
ANGI INC CLASS A00183L102CL A42,734$111,963dollars as filed
INFINERA CORP45667G103COMMON STOCK18,492$111,507dollars as filed
PITNEY BOWES INC COM724479100Stock25,742$111,463dollars as filed
ARCUTIS BIOTHERAPEUTICS INC03969K108COM11,100$110,001dollars as filed
UNITI GROUP INC91325V108COM18,538$109,374dollars as filed
EL POLLO LOCO HOLDINGS INC268603107COMMON STOCK11,210$109,185dollars as filed
ON24 INC68339B104COM14,956$106,786dollars as filed
EW SCRIPPS CO THE A811054402COMMON STOCK26,086$102,518dollars as filed
TRAVERE THERAPEUTICS INC89422G107COM12,698$97,902dollars as filed
AERSALE CORPORATION00810F106COM13,411$96,291dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock12,686$92,608dollars as filed
HEALTH CATALYST INC42225T107COM11,413$85,940dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock24,350$78,164dollars as filed
PERIMETER SOLUTIONS SAL7579L106COMMON STOCK-FO10,466$77,658dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A17,181$76,455dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock26,497$74,722dollars as filed
OPENDOOR TECHNOLOGIES INC683712103COM22,462$68,060dollars as filed
SUNNOVA ENERGY INTERNATIONAL I86745K104COM10,463$64,138dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock12,296$60,988dollars as filed
NERDY INC64081V109CL A COM18,965$55,188dollars as filed
ESPERION THERAPEUTICS INC NEW COM29664W105Stock13,974$37,450dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-24-002409this filing2024-05-15acceptance time not in the bulk data set