Applied Fundamental Research, LLC: 13F holdings
CIK 18497762026Q2
| Positions | 10 |
|---|
| Reported value | $84.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 10 (+0 vs prior quarter) |
|---|
| Reported value | $84.5m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DY DYCOM INDS INC | 37,923 | $19.2m | 22.7% |
| UFPT UFP TECHNOLOGIES INC | 50,498 | $13.4m | 15.8% |
| HEI.A HEICO CORP | 49,958 | $12.9m | 15.2% |
| ALGN ALIGN TECHNOLOGY INC | 57,903 | $9.8m | 11.6% |
| PPLI PEOPLE INC | 184,734 | $8.5m | 10.1% |
| FIGS FIGS INC | 697,247 | $7.1m | 8.4% |
| UHAL.B U HAUL HOLDING COMPANY | 119,045 | $6.9m | 8.1% |
| BFAM BRIGHT HORIZONS FAM SOL IN D | 60,370 | $4.3m | 5.1% |
| NABL N-ABLE INC | 577,464 | $2.1m | 2.5% |
| IGV ISHARES TR | 4,294 | $389,036 | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849776")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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