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Marissa Daddio

Applied Fundamental Research, Llc

Assets Managed
$75.782M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-24.73%(2Q avg: -13.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Applied Fundamental Research, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Applied Fundamental Research, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 75.782M in assets, with a quarterly growth rate of -24.73% and a 2-quarter average growth rate of -13.45%. The portfolio is managed by Marissa Daddio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAC
Iac Inc
Recent Activity
Decreased -31.93%
16.12%
$12.213M
305,099 shares@ $40.04 avg price
DY
Dycom Industries Inc
Recent Activity
15.64%
$11.849M
34,972 shares@ $338.82 avg price
ALGN
Align Technology Inc
Recent Activity
Increased 4.96%
13.87%
$10.511M
61,312 shares@ $171.43 avg price
UFPT
Ufp Technologies Inc
Recent Activity
13.49%
$10.22M
52,788 shares@ $193.61 avg price
HEI.A
Heico Corp-class A
Recent Activity
Increased 41.9%
11.12%
$8.427M
39,921 shares@ $211.1 avg price
FIGS
Figs Inc-class A
Recent Activity
Decreased -41.13%
10.05%
$7.615M
515,569 shares@ $14.77 avg price
NABL
N-able Inc
Recent Activity
Decreased -0.73%
7.67%
$5.808M
1.244M shares@ $4.68 avg price
UHAL⤦
U-haul Holding Co-non Voting
Recent Activity
Decreased -43.85%
7.02%
$5.318M
119,045 shares@ $44.67 avg price
GLPI
Gaming And Leisure Propertie
Recent Activity
Decreased -72.95%
2.7%
$2.043M
46,034 shares@ $44.38 avg price
NOMD
Nomad Foods Ltd
Recent Activity
Decreased -64.69%
2.35%
$1.779M
185,121 shares@ $9.62 avg price

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