Applied Fundamental Research, LLC
All 13F Filings
- Location
- Cambridge, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 84,529
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 10 | 84,529 | 13F-HR | Applied Fundamental Research, LLC |
| Q1 2026 | 5/13/2026 | 10 | 75,782 | 13F-HR | Applied Fundamental Research, LLC |
| Q4 2025 | 1/28/2026 | 10 | 100,684 | 13F-HR | Applied Fundamental Research, LLC |
| Q3 2025 | 10/30/2025 | 10 | 102,920 | 13F-HR | Applied Fundamental Research, LLC |
| Q2 2025 | 7/28/2025 | 11 | 112,830 | 13F-HR | Applied Fundamental Research, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.14 K | 99.5% | 10.14 K | 0 | 10.14 K |
| ETFs | 389 | 0.5% | 389 | 0 | 389 |
| Other | 0 | 0.0% | 0 | 1.779 K | -1.779 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
84,529
Holdings
10
QoQ value change ($000)
8,747
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.