APLD·Applied Digital Corp
powerAI CoreData as of 2026-07-07
Holder Count
7 / 30
7 of 30 tracked investors hold APLD
Aggregate $
$536M
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.1%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $320M | 11.3% | ADD2026-Q1 | Before 2020-Q1 |
 NVIDIA Corp NVIDIA Corporation | $177M | 1.0% | HOLD2025-Q3 | Before 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $20M | 0.0% | ADD2026-Q1 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $7M | 0.0% | NEW2025-Q4 | Before 2020-Q1 |
 Ken Griffin / Citadel Citadel LLC | $7M | 0.0% | HOLD2026-Q1 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $2M | 0.0% | TRIM2025-Q4 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $2M | 0.0% | TRIM2026-Q1 | Before 2020-Q1 |
Position Action Log
23 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | ADD | +$42M | +2.14M | |
| 2026-Q1 | TRIM | −$4M | −807.3K | |
| 2026-Q1 | ADD | +$9M | +391.3K | |
| 2025-Q4 | ADD | +$139M | +5.27M | |
| 2025-Q4 | NEW | +$7M | +304.7K | |
| 2025-Q4 | EXIT | −$177M | −7.72M | |
| 2025-Q4 | TRIM | +$827K | −151.0K | |
| 2025-Q4 | TRIM | −$83M | −3.64M | |
| 2025-Q3 | TRIM | +$73M | −527.6K | |
| 2025-Q3 | ADD | +$93M | +3.98M | |
| 2025-Q2 | ADD | +$44M | +2.56M | |
| 2025-Q2 | ADD | +$578K | +1.7K | |
| 2025-Q1 | NEW | +$23M | +4.04M | |
| 2025-Q1 | ADD | +$127K | +49.9K | |
| 2024-Q4 | ADD | +$265K | +37.8K | |
| 2024-Q3 | NEW | +$64M | +7.72M | |
| 2024-Q3 | ADD | +$131K | +7.1K | |
| 2024-Q2 | NEW | +$1M | +243.9K | |
| 2024-Q2 | ADD | +$84K | +7.4K | |
| 2024-Q1 | ADD | −$38K | +3.2K | |
| 2023-Q4 | ADD | +$44K | +5.3K | |
| 2023-Q3 | TRIM | −$8M | −524.4K | |
| 2023-Q3 | ADD | −$36K | +1.4K |
Related Tickers
power layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07