$300 Million is the total value of APPLIED RESEARCH INVESTMENTS, LLC's 40 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRI | New | THOMSON REUTERS CORP. | $7,202,000 | – | 65,132 | +100.0% | 2.40% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $4,479,000 | – | 507,198 | +100.0% | 1.49% | – |
| IBN | New | ICICI BANK LIMITEDadr | $3,452,000 | – | 182,961 | +100.0% | 1.15% | – |
| WNS | New | WNS HLDGS LTDspon adr | $3,024,000 | – | 36,970 | +100.0% | 1.01% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $2,256,000 | – | 27,413 | +100.0% | 0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 10 | Q3 2022 | 5.7% |
| AMAZON COM INC | 10 | Q3 2022 | 4.5% |
| THERMO FISHER SCIENTIFIC INC | 10 | Q3 2022 | 4.3% |
| SHOPIFY INC | 9 | Q2 2022 | 11.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 9 | Q2 2022 | 10.4% |
| APPLE INC | 9 | Q3 2022 | 4.5% |
| S&P GLOBAL INC | 9 | Q2 2022 | 4.2% |
| MSCI INC | 9 | Q2 2022 | 3.0% |
| MASTERCARD INCORPORATED | 9 | Q2 2022 | 4.3% |
| TRANE TECHNOLOGIES PLC | 9 | Q2 2022 | 2.5% |
View APPLIED RESEARCH INVESTMENTS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-04-28 |
| 13F-HR | 2021-01-26 |
| 13F-HR | 2020-11-05 |
| 13F-HR | 2020-08-13 |
View APPLIED RESEARCH INVESTMENTS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.