Applied Research Investments as of March 31, 2022
Portfolio Holdings for Applied Research Investments
Applied Research Investments holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sony Group Corporation Sponsored Adr (SONY) | 6.4 | $2.1M | 21k | 102.73 | |
| Shopify Cl A (SHOP) | 5.8 | $2.0M | 2.9k | 676.60 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $1.7M | 16k | 104.28 | |
| Microsoft Corporation (MSFT) | 5.0 | $1.7M | 5.4k | 308.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $1.6M | 581.00 | 2781.41 | |
| Amazon (AMZN) | 4.5 | $1.5M | 464.00 | 3260.78 | |
| Apple (AAPL) | 4.1 | $1.4M | 7.8k | 174.67 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $1.3M | 2.2k | 590.66 | |
| Motorola Solutions Com New (MSI) | 3.5 | $1.2M | 4.8k | 242.11 | |
| Dollar General (DG) | 3.5 | $1.2M | 5.2k | 222.65 | |
| S&p Global (SPGI) | 3.5 | $1.2M | 2.8k | 410.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.4 | $1.2M | 3.4k | 337.24 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $1.1M | 3.1k | 357.35 | |
| Aon Shs Cl A (AON) | 3.2 | $1.1M | 3.2k | 325.62 | |
| Tesla Motors (TSLA) | 3.1 | $1.0M | 962.00 | 1077.96 | |
| Servicenow (NOW) | 3.0 | $1.0M | 1.8k | 557.09 | |
| Msci (MSCI) | 3.0 | $992k | 2.0k | 502.79 | |
| Stryker Corporation (SYK) | 2.8 | $923k | 3.5k | 267.38 | |
| Moody's Corporation (MCO) | 2.6 | $881k | 2.6k | 337.29 | |
| Lauder Estee Cos Cl A (EL) | 2.6 | $871k | 3.2k | 272.27 | |
| Intuit (INTU) | 2.4 | $809k | 1.7k | 480.98 | |
| Trane Technologies SHS (TT) | 2.3 | $767k | 5.0k | 152.73 | |
| Thomson Reuters Corp. Com New | 2.2 | $748k | 6.9k | 108.64 | |
| Verisk Analytics (VRSK) | 2.2 | $736k | 3.4k | 214.51 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $735k | 2.4k | 301.48 | |
| ResMed (RMD) | 2.0 | $683k | 2.8k | 242.37 | |
| Fortive (FTV) | 1.7 | $584k | 9.6k | 60.98 | |
| NVIDIA Corporation (NVDA) | 1.7 | $582k | 2.1k | 272.98 | |
| Atlassian Corp Cl A | 1.7 | $564k | 1.9k | 294.06 | |
| Canadian Pacific Railway | 1.6 | $525k | 6.4k | 82.56 | |
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 1.5 | $504k | 3.1k | 161.38 | |
| Nasdaq Omx (NDAQ) | 1.5 | $493k | 2.8k | 178.17 |
