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