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APLDAPLD
3 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in APPLIED DIGITAL CORP

Value Aligned Research Advisors, LLC holds 5.5M shares of APLD (APPLIED DIGITAL CORP), worth $206.9M as of 2026-Q2. The position was decreased (-16.8% shares). APLD represents 0.5% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$206.9M

Current Shares

5.5M

Total Value Change

+$68.5M

Total Shares Change

-97,520

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.5M
-16.8%
$206.9M0.5%$37.30
0
2026-Q1
Increased
6.7M
+18.2%
$158.3M0.8%$26.15
50
2025-Q4
New
5.6M
-
$138.4M1.4%$24.08
70

Other major holders of APLD: Hood River Capital Management LLC, VANGUARD GROUP INC, VANGUARD PORTFOLIO MANAGEMENT LLC

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