Back to 
Situational Awareness LP
Situational Awareness LP
APLD
6 quarters
Position history for Situational Awareness LP's holdings in Applied Digital Corporation
Yes. Situational Awareness holds 15,384,616 shares of APLD (Applied Digital), worth $469M, as of its Q2 2026 13F filing. It increased the position by 1,906,178 shares (+14.1%) from Q1 2026. Situational Awareness has held APLD since Q1 2025, across 6 quarterly 13F filings. APLD is 2.3% of Situational Awareness' reported 13F portfolio.
Current Value
$469M
Current Shares
15.4M
Total Value Change
+$446.3M
Total Shares Change
+11.3M
Quarter-by-Quarter History