Back to Situational Awareness LP

APLD
5 quarters

Position history for Situational Awareness LP's holdings in APPLIED DIGITAL CORP

Situational Awareness LP holds 13.5M shares of APLD (APPLIED DIGITAL CORP), worth $320M as of 2026-Q1. The position was increased (+18.9% shares). APLD represents 2.3% of Situational Awareness LP's portfolio.

Current Value

$320M

Current Shares

13.5M

Total Value Change

+$297.3M

Total Shares Change

+9.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
13.5M
+18.9%
$320M2.3%$26.15
64
2025-Q4
Increased
11.3M
+87.0%
$278M5.0%$24.08
95
2025-Q3
Decreased
6.1M
-8.0%
$139.1M3.4%$22.15
0
2025-Q2
Increased
6.6M
+63.3%
$66.4M3.1%$10.38
82
2025-Q1
New
4M
-
$22.7M2.3%$5.72
77

Other major holders of APLD: VANGUARD GROUP INC, Hood River Capital Management LLC, BlackRock, Inc.

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