Applied Fundamental Research, LLC
All 13F Filings
- Location
- Cambridge, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 100,684
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.13 K | 93.5% | 912 | 0 | 912 |
| Other | 6.559 K | 6.5% | 0 | 3.146 K | -3.146 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
100,684
Holdings
10
QoQ value change ($000)
-2,236
(-2.2%)
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.