Applied Fundamental Research, LLC
CIK 1849776 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- DY22.68%
- UFPT15.84%
- HEI.A15.24%
- ALGN11.55%
- PPLI10.09%
- FIGS8.44%
- UHAL.B8.13%
- BFAM5.06%
- NABL2.51%
- IGV0.46%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DYWeight increased · +7.04 pp15.64% → 22.68%Shares +2.95K (+8.44%)
- PPLIWeight decreased · -6.03 pp16.12% → 10.09%Shares -120.36K (-39.45%)
- NABLWeight decreased · -5.15 pp7.66% → 2.51%Shares -666.21K (-53.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DYDYCOM INDUSTRIES INC View history and evidence | $19.17M | 22.68% | 37.92K shares | 15.64% → 22.68%+7.04 pp +2.95K (+8.44%) | Added | ↗▾ |
| 02 | UFPTUFP TECHNOLOGIES INC View history and evidence | $13.39M | 15.84% | 50.50K shares | 13.49% → 15.84%+2.35 pp -2.29K (-4.34%) | Reduced | ↗▾ |
| 03 | HEI.AHEICO CORP-CLASS ANEW CL A View history and evidence | $12.88M | 15.24% | 49.96K shares | 11.12% → 15.24%+4.12 pp +10.04K (+25.14%) | Added | ↗▾ |
| 04 | ALGNALIGN TECHNOLOGY INC View history and evidence | $9.77M | 11.55% | 57.90K shares | 13.87% → 11.55%-2.32 pp -3.41K (-5.56%) | Reduced | ↗▾ |
| 05 | PPLIPEOPLE INCCOM NEW View history and evidence | $8.53M | 10.09% | 184.73K shares | 16.12% → 10.09%-6.03 pp -120.36K (-39.45%) | Reduced | ↗▾ |
| 06 | FIGSFIGS INC-CLASS ACL A View history and evidence | $7.13M | 8.44% | 697.25K shares | 10.05% → 8.44%-1.61 pp +181.68K (+35.24%) | Added | ↗▾ |
| 07 | UHAL.BU-HAUL HOLDING CO-NON VOTINGCOM SER N View history and evidence | $6.87M | 8.13% | 119.05K shares | 7.02% → 8.13%+1.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | BFAMBRIGHT HORIZONS FAMILY SOLUT View history and evidence | $4.28M | 5.06% | 60.37K shares | Prior unavailable +60.37K | New | ↗▾ |
| 09 | NABLN-ABLE INCCOMMON STOCK View history and evidence | $2.12M | 2.51% | 577.46K shares | 7.66% → 2.51%-5.15 pp -666.21K (-53.57%) | Reduced | ↗▾ |
| 10 | IGVISHARES EXPANDED TECH-SOFTWAS&P 100 ETF View history and evidence | $389.04K | 0.46% | 4.29K shares | Prior unavailable +4.29K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GLPI GAMING AND LEISURE PROPERTIE | Non-derivative | -46,034 | -$2.04M | SEC filing ↗ | SEC filing ↗ |
| NOMD NOMAD FOODS LTD | Non-derivative | -185,121 | -$1.78M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1849776 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 84529023
}Take these holdings further.
This page includes 10 of 10 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 10 of 10 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1849776","quarter":"2026Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1849776","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.