Applied Fundamental Research, LLC
Top Portfolio Positions
8 positions ·
$62,037,234 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAC |
IAC Inc.
Communication Services
|
305,099 | $12,213,112 | 19.69% |
| DY |
Dycom Industries Inc
Industrials
|
34,972 | $11,849,213 | 19.10% |
| ALGN |
Align Technology Inc
Healthcare
|
61,312 | $10,510,716 | 16.94% |
| UFPT |
Ufp Technologies Inc
Healthcare
|
52,788 | $10,219,756 | 16.47% |
| FIGS |
FIGS, Inc.
Consumer Cyclical
|
515,569 | $7,614,954 | 12.27% |
| NABL |
N-able, Inc.
Technology
|
1,243,671 | $5,807,943 | 9.36% |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
46,034 | $2,042,528 | 3.29% |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
185,121 | $1,779,012 | 2.87% |
Holdings in FIGS
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,614,954 | 515,569 | Shares | Sole | 2026-05-13 | |
| No quarters match your search. | ||||||