0001172661-21-001043.txt : 20210428 0001172661-21-001043.hdr.sgml : 20210428 20210427180125 ACCESSION NUMBER: 0001172661-21-001043 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210428 DATE AS OF CHANGE: 20210427 EFFECTIVENESS DATE: 20210428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPLIED RESEARCH INVESTMENTS, LLC CENTRAL INDEX KEY: 0001821051 IRS NUMBER: 814204735 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20325 FILM NUMBER: 21860479 BUSINESS ADDRESS: STREET 1: 1000 N. WEST STREET SUITE 1200 CITY: WILMINGTON STATE: DE ZIP: 19801 BUSINESS PHONE: (212) 419-0573 MAIL ADDRESS: STREET 1: 641 LEXINGTON AVE 13TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001821051 XXXXXXXX 03-31-2021 03-31-2021 false APPLIED RESEARCH INVESTMENTS, LLC

641 Lexington Ave 13th Floor New York NY 10022

13F HOLDINGS REPORT 028-20325 N Amira Strasser 212-419-0573 /s/ Amira Strasser New York NY 04-27-2021 0 44 274002 INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 535 1937 SH SOLE 287 0 1650 ADOBE SYSTEMS INCORPORATED COM 00724F101 3262 6861 SH SOLE 1407 0 5454 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6163 27182 SH SOLE 13654 0 13528 AMAZON COM INC COM 023135106 6658 2152 SH SOLE 441 0 1711 AON PLC SHS CL A G0403H108 2920 12691 SH SOLE 2611 0 10080 APPLE INC COM 037833100 5633 46112 SH SOLE 9535 0 36577 ATLASSIAN CORP PLC CL A G06242104 2522 11966 SH SOLE 11966 0 0 CANADIAN NATL RY CO COM 136375102 4868 41949 SH SOLE 11501 0 30448 CANADIAN PAC RY LTD COM 13645T100 12366 32375 SH SOLE 16429 0 15946 FACEBOOK INC CL A 30303M102 3948 13404 SH SOLE 2740 0 10664 GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 457 4340 SH SOLE 11 0 4329 HDFC BANK LTD SPONSORED ADS 40415F101 4911 63216 SH SOLE 32226 0 30990 HONEYWELL INTL INC COM 438516106 3932 18115 SH SOLE 3669 0 14446 ICICI BANK LIMITED ADR 45104G104 470 29319 SH SOLE 68 0 29251 INFOSYS LTD SPONSORED ADR 456788108 3994 213381 SH SOLE 184379 0 29002 INTUIT COM 461202103 2596 6777 SH SOLE 1387 0 5390 INTUITIVE SURGICAL INC COM NEW 46120E602 3381 4575 SH SOLE 934 0 3641 JD.COM INC SPON ADR CL A 47215P106 15941 189035 SH SOLE 79959 0 109076 LAUDER ESTEE COS INC CL A 518439104 6134 21090 SH SOLE 4277 0 16813 LOGITECH INTL S A SHS H50430232 14593 139098 SH SOLE 75666 0 63432 MASTERCARD INCORPORATED CL A 57636Q104 5717 16056 SH SOLE 3202 0 12854 MICROSOFT CORP COM 594918104 5958 25270 SH SOLE 5169 0 20101 MOODYS CORP COM 615369105 3635 12173 SH SOLE 2485 0 9688 MSCI INC COM 55354G100 4953 11812 SH SOLE 2412 0 9400 NASDAQ INC COM 631103108 2232 15134 SH SOLE 3083 0 12051 NETEASE INC SPONSORED ADS 64110W102 5631 54535 SH SOLE 30291 0 24244 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 4119 294240 SH SOLE 215140 0 79100 PAYPAL HLDGS INC COM 70450Y103 6908 28447 SH SOLE 5785 0 22662 PINDUODUO INC SPONSORED ADS 722304102 2930 21888 SH SOLE 14193 0 7695 RESMED INC COM 761152107 4806 24771 SH SOLE 5066 0 19705 S&P GLOBAL INC COM 78409V104 4389 12439 SH SOLE 2541 0 9898 SEA LTD SPONSORD ADS 81141R100 27112 121455 SH SOLE 60841 0 60614 SHOPIFY INC CL A 82509L107 23107 21007 SH SOLE 7593 0 13414 STONECO LTD COM CL A G85158106 977 15952 SH SOLE 23 0 15929 STRYKER CORPORATION COM 863667101 3938 16167 SH SOLE 3286 0 12881 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28386 239992 SH SOLE 130908 0 109084 TESLA INC COM 88160R101 6086 9112 SH SOLE 1858 0 7254 THERMO FISHER SCIENTIFIC INC COM 883556102 5736 12569 SH SOLE 2572 0 9997 TRANE TECHNOLOGIES PLC SHS G8994E103 6037 36464 SH SOLE 7398 0 29066 VERISK ANALYTICS INC COM 92345Y106 2386 13502 SH SOLE 2739 0 10763 VISA INC COM CL A 92826C839 4046 19111 SH SOLE 3890 0 15221 WALMART INC COM 931142103 3696 27208 SH SOLE 5546 0 21662 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4123 12832 SH SOLE 2624 0 10208 ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 1810 62102 SH SOLE 62102 0 0