1 tracked superinvestor hold APPLIED DIGITAL CORP (APLD), worth $320M combined, led by Leopold Aschenbrenner. Smart money is accumulating APLD as of the latest 13F filings.
Current price
$32.29
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions and cloud services high-performance computing (HPC) and artificial intelligence industries in North America. It operates through three segments: Data Center Hosting Business, Cloud Services Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU…
Market cap
$9.6B
P/E
-88.29
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$320M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating APLD: 1 funds added or opened versus 0 trimming.
APPLIED DIGITAL CORP (APLD) is held by 1 tracked funds worth $320M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Leopold Aschenbrenner at 2.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.3% | $320M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own APLD?
1 tracked funds hold APPLIED DIGITAL CORP (APLD), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 2.3% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling APLD?
In the most recent 13F quarter, 1 tracked fund added or opened APLD and 0 trimmed it.
How much APLD do tracked funds hold?
Combined disclosed long exposure to APLD across tracked superinvestors is $320M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.