APPLIED RESEARCH INVESTMENTS, LLC

13F Portfolio Filings

Latest 13F report
Q3 2022 - Nov 14, 2022
Value $
$4.96M
Signature - Title
Amira Strasser - CEO & CCO
Location
1000 N. West Street Suite 1200, Wilmington, DE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 12 $4.96M +$1.33M -$17.2M -$15.9M CHKP, SONY, CYBR, WCN, MSFT 13F-HR 11/14/2022, 11:06 AM
Q2 2022 29 $22.6M +$5.87M -$9.5M -$3.62M SONY, CHKP, GOOGL, MSFT, MA 13F-HR 8/2/2022, 03:13 PM
Q1 2022 32 $33.5M +$6.31M -$240M -$234M SONY, SHOP, TSM, MSFT, GOOGL 13F-HR 5/12/2022, 03:05 PM
Q4 2021 40 $303M +$29.7M -$24.9M +$4.79M SHOP, TSM, SE, CP, TRI 13F-HR 2/3/2022, 12:04 PM
Q3 2021 40 $300M +$44.9M -$22M +$22.9M SE, SHOP, TSM, LOGI, CP 13F-HR 10/26/2021, 12:26 PM
Q2 2021 39 $280M +$27.6M -$43.8M -$16.2M SE, SHOP, TSM, LOGI, CP 13F-HR 8/2/2021, 01:56 PM
Q1 2021 44 $274M +$72.9M -$29.7M +$43.2M TSM, SE, SHOP, JD, LOGI 13F-HR 4/27/2021, 06:01 PM
Q4 2020 45 $235M +$61.2M -$15.7M +$45.6M TSM, ICLR, JD, SHOP, SE 13F-HR 1/26/2021, 05:14 PM
Q3 2020 42 $177M +$47.4M -$1.75M +$45.7M ICLR, JD, TSM, SHOP, BABA 13F-HR 11/5/2020, 05:23 PM
Q2 2020 38 $114M $0 $0 ICLR, JD, SHOP, BABA, TSM 13F-HR 8/13/2020, 05:13 PM