Loading…
CIK 0001849776 • 6 13F filings • Apr 30, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("applied-fundamental-research-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIGN TECHNOLOGY INC | COM | $9.1M | 9.1%Prev: 6.8% | 58,419 SH | Increased+2,525 SH |
| DYCOM INDS INC | COM | $11.8M | 11.7%Prev: 15.3% | 34,972 SH | Decreased-19,046 SH |
| FIGS INC | CL A | $9.9M | 9.9%Prev: 8.3% | 875,819 SH | Increased-398,999 SH |
| GAMING & LEISURE PPTYS INC | COM | $7.6M | 7.6%Prev: 9.8% | 170,207 SH | Decreased-45,486 SH |
| HEICO CORP | NEW CL A | $7.1M | 7.1% | 28,134 SH | New |
| IAC INC | COM NEW | $17.5M | 17.4%Prev: 14.8% | 448,254 SH | Increased |
| N-ABLE INC | COMMON STOCK | $9.4M | 9.3%Prev: 8.0% | 1,252,829 SH | Increased+193,680 SH |
| NOMAD FOODS LTD | USD ORD SHS | $6.6M | 6.5%Prev: 9.4% | 524,300 SH | Decreased-213,716 SH |
| U HAUL HOLDING COMPANY | COM SER N | $9.9M | 9.8%Prev: 9.6% | 212,026 SH | Decreased+17,156 SH |
| UFP TECHNOLOGIES INC | COM | $11.7M | 11.6%Prev: 9.5% | 52,788 SH | Increased+4,035 SH |
| 13F-HR |
| 0001849776-26-000007 |
| $84.5M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001849776-25-000004 | $112.8M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001849776-26-000005 | $75.8M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001849776-25-000003 | $119.3M | View |