Back to Situational Awareness LP Situational Awareness LP

APLDAPLD
6 quarters

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

Situational Awareness LP holds 15.4M shares of APLD (APPLIED DIGITAL CORP), worth $469M as of 2026-Q2. The position was increased (+14.1% shares). APLD represents 2.3% of Situational Awareness LP's portfolio.

Current Value

$469M

Current Shares

15.4M

Total Value Change

+$446.3M

Total Shares Change

+11.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15.4M
+14.1%
$469M2.3%$37.30
62
2026-Q1
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: Hood River Capital Management LLC, VANGUARD GROUP INC, VANGUARD PORTFOLIO MANAGEMENT LLC

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