Back to Value Aligned Research Advisors, LLC

APLD
2 quarters

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

Value Aligned Research Advisors, LLC holds 6.7M shares of APLD (APPLIED DIGITAL CORP), worth $158.3M as of 2026-Q1. The position was increased (+18.2% shares). APLD represents 0.8% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$158.3M

Current Shares

6.7M

Total Value Change

+$19.9M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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: VANGUARD GROUP INC, Hood River Capital Management LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used