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Which hedge funds own APLD? APPLIED DIGITAL CORP, Q2 2026 13F holders

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74 tracked hedge funds disclosed a position in APLD (APPLIED DIGITAL CORP) in their Q2 2026 13F filings, worth $3.1bn in total. The largest holder by portfolio weight is Clearfield Capital Management LP at 13.5% of its book. 35 opened a new position this quarter: DeepCurrents Investment Group LLC, Steamboat Capital Partners, LLC, Sentinel Dome Partners, LLC, Thames Capital Management LLC. 12 exited: Covalis (Gibraltar) Ltd, Scientech Research LLC, Findell Capital Management LLC.

74
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
35
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
12
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$284m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$18.9m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$3.1bn
Combined value
Sum of the holders' reported positions in the security.
6.0%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

74 rows
Clearfield Capital Management LP Hedge fund13.5%$19.2m514,3790.0%held
Plustick Management LLC Hedge fund7.5%$17.7m475,000−26%reduced
DeepCurrents Investment Group LLC Hedge fund4.8%$139m35.00m–new
Whitebox Advisors LLC Hedge fund3.3%$202m50.70m−17%reduced
Graham Capital Management, L.P. Hedge fund2.6%$97.1m24.36m−33%reduced
Situational Awareness LP Hedge fund2.3%$469m15.38m–
Feynman Point Asset Management LLC Hedge fund2.2%$1.2m32,150−31%reduced
Linden Advisors LP Hedge fund2.1%$396m99.47m−24%reduced
Context Capital Management, LLC Hedge fund1.8%$90.8m22.74m0.0%held
Steamboat Capital Partners, LLC Hedge fund1.5%$7.2m193,105–new
Value Aligned Research Advisors, LLC Hedge fund1.2%$207m5.55m−17%reduced
Sentinel Dome Partners, LLC Hedge fund1.1%$1.5m39,500–new
Alight Capital Management LP Hedge fund1.0%$6.2m165,800+66%added
Gillson Capital LP Hedge fund0.9%$15.8m519,964+104%added
Thames Capital Management LLC Hedge fund0.9%$10.7m288,167–new
Shannon River Fund Management LLC Hedge fund0.9%$9.9m265,474–new
Voloridge Investment Management, LLC Hedge fund0.5%$113m3.03m+3512%added
Catalyst Funds Management Pty Ltd Hedge fund0.5%$8.2m220,700–new
Dockside LLC Hedge fund0.3%$1.4m37,403–new
Ionic Capital Management LLC Hedge fund0.3%$327k8,755–new
Two Sigma Investments, LP Hedge fund0.3%$384m10.30m+547%added
Voleon Capital Management LP Hedge fund0.3%$14.6m391,803+53%added
Ares Systematic Credit Ltd Hedge fund0.2%$399k100,0000.0%held
D. E. Shaw & Co., Inc. Hedge fund0.2%$392m73.10m+25%added
Entropy Technologies, LP Hedge fund0.2%$5.2m138,248–new
Point72 Asset Management, L.P. Hedge fund0.2%$128m25.61m+12%added
Occudo Quantitative Strategies LP Hedge fund0.2%$2.9m76,534–new
Tiger Global Management LLC Hedge fund0.1%$33.0m885,000–new
Squarepoint Ops LLC Hedge fund0.1%$67.0m1.80m+782%added
Gsa Capital Partners LLP Hedge fund0.1%$1.9m51,262+67%added
J. Goldman & Co LP Hedge fund0.1%$3.3m89,300–new
Twin Tree Management, LP Hedge fund0.10%$639k17,141−55%reduced
ArrowMark Colorado Holdings LLC Hedge fund0.09%$2.2m60,075−76%reduced
Balyasny Asset Management L.P. Hedge fund0.09%$49.9m1.34m+145%added
AlphaGrep UK Ltd Hedge fund0.08%$254k6,802–new
Boothbay Fund Management, LLC Hedge fund0.07%$3.7m99,517−51%reduced
Qsemble Capital Management, LP Hedge fund0.07%$539k14,438−35%reduced
Brevan Howard Capital Management LP Hedge fund0.07%$4.7m126,007–new
Jain Global LLC Hedge fund0.07%$5.6m150,327–new
Landscape Capital Management, L.L.C. Hedge fund0.06%$883k23,673−92%reduced
Engineers Gate Manager LP Hedge fund0.06%$4.3m116,610–new
111 Capital Hedge fund0.05%$278k7,441–new
Fulcrum Asset Management LLP Hedge fund0.04%$425k11,242–new
Schonfeld Strategic Advisors LLC Hedge fund0.04%$7.7m206,051+48%added
Alphadyne Asset Management LP Hedge fund0.04%$893k23,943−48%reduced
CastleKnight Management LP Hedge fund0.04%$1.0m28,100−31%reduced
Weiss Asset Management LP Hedge fund0.03%$2.9m78,940–new
Capital Fund Management S.A. Hedge fund0.03%$4.4m118,749–new
Polen Capital Long-only investor0.03%$3.7m98,328–new
Citadel Advisors LLC Hedge fund0.03%$51.2m1.37m+350%added