Applied Research Investments as of Dec. 31, 2021
Portfolio Holdings for Applied Research Investments
Applied Research Investments holds 40 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 10.9 | $33M | 24k | 1372.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.0 | $30M | 253k | 120.31 | |
| Sea Sponsord Ads (SE) | 7.2 | $22M | 97k | 223.71 | |
| Canadian Pacific Railway | 4.2 | $13M | 175k | 71.99 | |
| Thomson Reuters Corp. Com New | 3.5 | $11M | 88k | 119.71 | |
| Atlassian Corp Cl A | 3.3 | $10M | 26k | 381.31 | |
| Lauder Estee Cos Cl A (EL) | 3.0 | $9.1M | 25k | 370.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $8.9M | 3.1k | 2896.91 | |
| Tesla Motors (TSLA) | 2.8 | $8.6M | 8.1k | 1056.84 | |
| Infosys Sponsored Adr (INFY) | 2.8 | $8.5M | 337k | 25.31 | |
| Apple (AAPL) | 2.8 | $8.5M | 48k | 177.58 | |
| Microsoft Corporation (MSFT) | 2.7 | $8.1M | 24k | 336.32 | |
| Trane Technologies SHS (TT) | 2.5 | $7.6M | 38k | 202.02 | |
| Meta Platforms Cl A (META) | 2.5 | $7.6M | 23k | 336.35 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $7.4M | 11k | 667.24 | |
| Msci (MSCI) | 2.4 | $7.3M | 12k | 612.70 | |
| Amazon (AMZN) | 2.3 | $7.1M | 2.1k | 3334.43 | |
| Logitech Intl S A SHS (LOGI) | 2.3 | $6.8M | 81k | 84.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $6.3M | 15k | 414.56 | |
| S&p Global (SPGI) | 2.0 | $6.1M | 13k | 471.97 | |
| Wipro Spon Adr 1 Sh (WIT) | 1.8 | $5.6M | 574k | 9.76 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $5.1M | 14k | 359.27 | |
| Nasdaq Omx (NDAQ) | 1.6 | $5.0M | 24k | 210.01 | |
| Moody's Corporation (MCO) | 1.6 | $4.9M | 13k | 390.55 | |
| Intuit (INTU) | 1.5 | $4.5M | 7.0k | 643.27 | |
| Stryker Corporation (SYK) | 1.5 | $4.5M | 17k | 267.40 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.5 | $4.5M | 69k | 65.08 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $4.0M | 7.1k | 566.99 | |
| NVIDIA Corporation (NVDA) | 1.3 | $4.0M | 14k | 294.11 | |
| Aon Shs Cl A (AON) | 1.3 | $4.0M | 13k | 300.59 | |
| Honeywell International (HON) | 1.3 | $3.9M | 19k | 208.49 | |
| WNS HLDGS Spon Adr | 1.3 | $3.8M | 44k | 88.21 | |
| Icici Bank Adr (IBN) | 1.2 | $3.8M | 191k | 19.79 | |
| Servicenow (NOW) | 1.2 | $3.7M | 5.6k | 649.16 | |
| ResMed (RMD) | 1.0 | $3.1M | 12k | 260.45 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.9M | 8.1k | 359.32 | |
| Paypal Holdings (PYPL) | 0.9 | $2.6M | 14k | 188.55 | |
| Otis Worldwide Corp (OTIS) | 0.8 | $2.6M | 30k | 87.08 | |
| Block Cl A (SQ) | 0.8 | $2.4M | 15k | 161.53 | |
| Yum China Holdings (YUMC) | 0.7 | $2.1M | 43k | 49.08 |
