Position history for Situational Awareness LP's holdings in APPLIED DIGITAL CORP
Situational Awareness LP holds 11.3M shares of APLD (APPLIED DIGITAL CORP), worth $278M as of 2025-Q4. The position was increased (++87.0% shares). APLD represents 5.0% of Situational Awareness LP's portfolio.
Current Value
$278M
Current Shares
11.3M
Total Value Change
+$255.4M
Total Shares Change
+7.3M
Other major holders of APLD: VANGUARD GROUP INC, Hood River Capital Management LLC, BlackRock, Inc.
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 |