Question 1

How many shares of APLD does Hood River Capital Management LLC own?

Accepted Answer

As of 2026-Q2, Hood River Capital Management LLC holds 22.5M shares of APLD (APPLIED DIGITAL CORP).

Question 2

What is Hood River Capital Management LLC's APLD position worth?

Accepted Answer

As of 2026-Q2, Hood River Capital Management LLC's APLD position is worth $840M.

Question 3

Is Hood River Capital Management LLC buying or selling APLD?

Accepted Answer

In 2026-Q2, Hood River Capital Management LLC decreased their APLD position (-2.4% change in shares).

Question 4

When did Hood River Capital Management LLC first buy APLD?

Accepted Answer

Based on available 13F filings, Hood River Capital Management LLC first reported a position in APLD in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	22.5M	-2.4%	$840M	6.1%	$37.30	0
2026-Q1	Increased	23.1M	+4.7%	$547.8M	5.5%	$26.15	64
2025-Q4	Increased	22M	+4.7%	$540.4M	5.9%	$24.08	64
2025-Q3	Decreased	21M	-3.7%	$482.8M	5.7%	$22.15	0
2025-Q2	Increased	21.9M	+2.8%	$220.1M	3.1%	$10.38	58
2025-Q1	Increased	21.3M	+40.4%	$119.5M	2.0%	$5.72	69
2024-Q4	Increased	15.1M	+10.7%	$115.7M	1.7%	$7.97	52
2024-Q3	Increased	13.7M	+42.6%	$112.9M	1.8%	$8.19	64