SEC Form 13F

Applied Fundamental Research, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$84,529,023
Positions10

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DYCOM INDS INCDYCOM$19,173,49037,923
UFP TECHNOLOGIES INCUFPTCOM$13,388,53550,498
HEICO CORPHEI.ANEW CL A$12,884,66849,958
ALIGN TECHNOLOGY INCALGNCOM$9,765,92057,903
PEOPLE INCPPLICOM NEW$8,527,321184,734
FIGS INCFIGSCL A$7,132,837697,247
U HAUL HOLDING COMPANYUHAL.BCOM SER N$6,868,897119,045
BRIGHT HORIZONS FAM SOL IN DBFAMCOM$4,279,02660,370
N-ABLE INCNABLCOMMON STOCK$2,119,293577,464
ISHARES TRIGVS&P 100 ETF$389,0364,294

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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