13F-HR filed by APPLIED RESEARCH INVESTMENTS, LLC
APPLIED RESEARCH INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-01-26, with 45 holding rows worth $234,806,000.
- Accession
- 0001172661-21-000196
- Filer
- CIK 1821051
- Filed
- 2021-01-26
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 45 entries on the cover page, a total value of $234,806,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $234,806,000 with VALUE read as thousands by filing date, 13F file number 028-20325. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 193,591 | $21,109,000 | thousands by filing date | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 93,013 | $18,136,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 197,194 | $17,333,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 15,221 | $17,183,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 51,998 | $10,350,000 | thousands by filing date | |
| LOGITECH INTL S A SHS | H50430232 | Stock | 89,584 | $8,694,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 34,663 | $8,067,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 2,049 | $6,673,000 | thousands by filing date | |
| NEW ORIENTAL EDUCATION & TECHN | 647581107 | SPON ADR | 31,609 | $5,873,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 43,881 | $5,823,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 23,960 | $5,611,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 11,968 | $5,574,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 55,996 | $5,363,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 24,062 | $5,352,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 7,385 | $5,211,000 | thousands by filing date | |
| MSCI INC COM | 55354G100 | Stock | 11,247 | $5,022,000 | thousands by filing date | |
| RESMED INC COM | 761152107 | Stock | 23,586 | $5,013,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 21,543 | $4,472,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 12,219 | $4,122,000 | thousands by filing date | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 56,544 | $4,086,000 | thousands by filing date | |
| FERRARI N V | N3167Y103 | COM | 17,424 | $4,015,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 11,844 | $3,893,000 | thousands by filing date | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 26,085 | $3,786,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 15,398 | $3,773,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 25,906 | $3,734,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 10,343 | $3,692,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 4,356 | $3,564,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 12,763 | $3,486,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 11,591 | $3,364,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 6,532 | $3,267,000 | thousands by filing date | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 188,983 | $3,203,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 13,166 | $3,079,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 13,595 | $2,974,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 12,212 | $2,597,000 | thousands by filing date | |
| AON PLC SHS CL A | G0403H108 | Stock | 12,194 | $2,576,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 6,453 | $2,451,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 11,013 | $2,372,000 | thousands by filing date | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 12,069 | $2,144,000 | thousands by filing date | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 68,414 | $1,995,000 | thousands by filing date | |
| NASDAQ INC COM | 631103108 | Stock | 14,411 | $1,913,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 4,841 | $1,679,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 2,867 | $749,000 | thousands by filing date | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 6,484 | $514,000 | thousands by filing date | |
| GRUPO AEROPORTUNARIO DEL PAC | 400506101 | SPON ADS B | 4,340 | $483,000 | thousands by filing date | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 29,319 | $436,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-21-000196 | this filing | 2021-01-26 | acceptance time not in the bulk data set |