Applied Digital (APLD) Held by Superinvestors
APPLIED DIGITAL CORP (APLD) is currently held by 4 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $506.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Situational Awareness Partners is currently the largest disclosed institutional shareholder of APLD tracked by InsiderSet, reporting ownership valued at approximately $469.02M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $280.77M, representing an estimated loss of -40.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed APLD value among the investors covered in this analysis. Major shareholders include Situational Awareness Partners, Tiger Global Management, Polen Capital Management, and several other long-term asset managers with concentrated positions in APPLIED DIGITAL CORP (APLD).
This page ranks the largest institutional APLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Situational Awareness Partners | Leopold Aschenbrenner | 2.33% | 15,384,616 | $469,022,807 | $280,769,242 | -$188,253,565 | -40.14% |
| Tiger Global Management | Chase Coleman III | 0.14% | 885,000 | $33,010,500 | $16,151,250 | -$16,859,250 | -51.07% |
| Polen Capital Management | David M. Polen | 0.03% | 98,328 | $3,667,634 | $1,794,486 | -$1,873,148 | -51.07% |
| Third Point | Daniel Loeb | 0.02% | 22,000 | $820,600 | $401,500 | -$419,100 | -51.07% |
Frequently asked questions about APLD
Who are the largest superinvestors holding APLD?
The largest superinvestors holding APLD in the latest SEC Form 13F filings include Situational Awareness Partners, Tiger Global Management, Polen Capital Management, and Third Point. InsiderSet ranks these superinvestors by their latest reported APLD position.
What does the APLD superinvestors page include?
This page tracks APLD positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. APPLIED DIGITAL CORP (APLD) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold APLD?
InsiderSet currently tracks 4 superinvestors reporting APLD holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own APLD.
How much APLD stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $506.52M in APLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were APLD superinvestor holdings last updated?
The latest APLD superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor APLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its APLD position after the reporting date.
Are superinvestors buying or selling APLD?
Buying and selling can be analyzed by comparing APLD positions across consecutive 13F reporting periods. InsiderSet's APLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APLD ownership changes.
How have superinvestor APLD holdings changed over time?
InsiderSet tracks APLD holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.