APLD 13F position history: Situational Awareness LP
Applied Digital Corporation, as reported in Situational Awareness LP’s quarterly 13F filings. See all fund managers holding APLD.
| Quarter | Activity | Shares | Value | % of portfolio | Reported price | |
|---|---|---|---|---|---|---|
| Q2 2026 | Added | 15,384,616 | $469,022,807 | 2.33% | $30.49 | Filing |
| Q1 2026 | Added | 13,478,438 | $319,978,118 | 8.30% | $23.74 | Filing |
| Q4 2025 | Added | 11,339,060 | $278,033,751 | 7.10% | $24.52 | Filing |
| Q3 2025 | Trimmed | 6,064,155 | $139,111,716 | 6.20% | $22.94 | Filing |
| Q2 2025 | Added | 6,591,800 | $66,379,426 | 6.04% | $10.07 | Filing |
| Q1 2025 | New | 4,035,600 | $22,680,072 | 4.15% | $5.62 | Filing |