InvestorLens

APLD — APPLIED DIGITAL CORP

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying APLD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 5 buying vs 0 selling last quarter
80
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their APLD position last quarter, 5 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Paul Tudor Jones, Izzy Englander, …)
  • +5 tracked investors reported holding APLD at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About APPLIED DIGITAL CORP (APLD)

APPLIED DIGITAL CORP (APLD) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Leopold Aschenbrenner (Situational Awareness LP), valued at $320M. Across recent filings, tracked investors recorded 10 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in APLD

100
/100
Strong Institutional Accumulation
Added / Increased10
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track APLD

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

APLD Ownership Composition

How APPLIED DIGITAL CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Hedge Funds
64% of tracked value
Institutions
5
tracked investors
Total Reported
$590.1M
combined 13F value
Sectors2
  • Hedge Funds64.5%
  • Other35.5%
Hedge Funds(2)
64.5%
Other(3)
35.5%

Tracked investors reporting APLD

  • Leopold AschenbrennerMar 31, 2026
    Situational Awareness LP
    Shares
    13.5M
    Value
    $320M
    % Portfolio
    2.34%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    8.3M
    Value
    $195.9M
    % Portfolio
    0.03%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    22.8M
    Value
    $60.6M
    % Portfolio
    0.08%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    334.5K
    Value
    $7.9M
    % Portfolio
    0.01%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    237.4K
    Value
    $5.6M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold APLD?
5 tracked institutional investors disclosed a position in APLD (APPLIED DIGITAL CORP) in their most recent 13F filing.
Who is the largest institutional holder of APLD?
Leopold Aschenbrenner, Situational Awareness LP, holds the largest disclosed position in APLD, valued at $320M.
Did institutional ownership of APLD increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 0 increased, 0 reduced, and 0 fully exited APLD.
Where does this APLD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.