APLD position history
The shares of Applied Digital (APLD) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q4: 5,643,550 shares, $138M, 1.4% of portfolio, New
- 2026 Q1: 6,668,311 shares, $158M, 0.76% of portfolio, Add +18.2%
- 2026 Q2: 5,546,030 shares, $207M, 0.52% of portfolio, Reduce −16.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|