← Back to Discover
Applied Fundamental Research, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $84,529,023
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DYCOM INDS INC · COM · 267475101 · shares: $19,173,490
- UFP TECHNOLOGIES INC · COM · 902673102 · shares: $13,388,535
- HEICO CORP · NEW CL A · 422806208 · shares: $12,884,668
- ALIGN TECHNOLOGY INC · COM · 016255101 · shares: $9,765,920
- PEOPLE INC · COM NEW · 44891N208 · shares: $8,527,321
- FIGS INC · CL A · 30260D103 · shares: $7,132,837
- U HAUL HOLDING COMPANY · COM SER N · 023586506 · shares: $6,868,897
- BRIGHT HORIZONS FAM SOL IN D · COM · 109194100 · shares: $4,279,026
- N-ABLE INC · COMMON STOCK · 62878D100 · shares: $2,119,293
- ISHARES TR · S&P 100 ETF · 464287515 · shares: $389,036
Reported holdings
10 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DYCOM INDS INC | COM | 267475101 | — | 37,923 shares | $19,173,490 |
| UFP TECHNOLOGIES INC | COM | 902673102 | — | 50,498 shares | $13,388,535 |
| HEICO CORP | NEW CL A | 422806208 | — | 49,958 shares | $12,884,668 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 57,903 shares | $9,765,920 |
| PEOPLE INC | COM NEW | 44891N208 | — | 184,734 shares | $8,527,321 |
| FIGS INC | CL A | 30260D103 | — | 697,247 shares | $7,132,837 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | — | 119,045 shares | $6,868,897 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | — | 60,370 shares | $4,279,026 |
| N-ABLE INC | COMMON STOCK | 62878D100 | — | 577,464 shares | $2,119,293 |
| ISHARES TR | S&P 100 ETF | 464287515 | — | 4,294 shares | $389,036 |