Question 1

How many shares of APLD does Situational Awareness LP own?

Accepted Answer

As of 2026-Q2, Situational Awareness LP holds 15.4M shares of APLD (APPLIED DIGITAL CORP).

Question 2

What is Situational Awareness LP's APLD position worth?

Accepted Answer

As of 2026-Q2, Situational Awareness LP's APLD position is worth $469M.

Question 3

Is Situational Awareness LP buying or selling APLD?

Accepted Answer

In 2026-Q2, Situational Awareness LP increased their APLD position (+14.1% change in shares).

Question 4

When did Situational Awareness LP first buy APLD?

Accepted Answer

Based on available 13F filings, Situational Awareness LP first reported a position in APLD in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15.4M	+14.1%	$469M	2.3%	$37.30	62
2026-Q1	Increased	13.5M	+18.9%	$320M	2.3%	$26.15	64
2025-Q4	Increased	11.3M	+87.0%	$278M	5.0%	$24.08	95
2025-Q3	Decreased	6.1M	-8.0%	$139.1M	3.4%	$22.15	0
2025-Q2	Increased	6.6M	+63.3%	$66.4M	3.1%	$10.38	82
2025-Q1	New	4M	—	$22.7M	2.3%	$5.72	77