Applied Fundamental Research, LLC — 13F holdings

Applied Fundamental Research, LLC reported 10 holdings worth $84.5M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. DY DYCOM INDS INC — $19.2M (22.7%)
2. UFPT UFP TECHNOLOGIES INC — $13.4M (15.8%)
3. HEI.A HEICO CORP NEW — $12.9M (15.2%)
4. ALGN ALIGN TECHNOLOGY INC — $9.77M (11.6%)
5. PPLI IAC INC — $8.53M (10.1%)
6. FIGS FIGS INC — $7.13M (8.4%)
7. UHAL.B U HAUL HOLDING COMPANY — $6.87M (8.1%)
8. BFAM BRIGHT HORIZONS FAM SOL IN D — $4.28M (5.1%)
9. NABL N-ABLE INC — $2.12M (2.5%)
10. IGV ISHARES TR — $389K (0.5%)