3 tracked superinvestors hold APPLIED DIGITAL CORP (APLD), worth $503M combined, led by Leopold Aschenbrenner. Smart money is accumulating APLD as of the latest 13F filings.
Current price
$26.37
+84.0%
1Y
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI,…
Market cap
$9.6B
P/E
-88.29
Div yield
0.0%
Revenue YoY
183.7%
Analyst target
$72
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$503M
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating APLD: 3 funds added or opened versus 0 trimming. 2 opened a brand-new position.
APPLIED DIGITAL CORP (APLD) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 0 other tracked funds, for $503M of combined disclosed exposure.
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.
This quarter 2 funds opened a brand-new position (Chase Coleman, Daniel Loeb), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.3% | $469M | |
| New buy | 0.1% | $33M | |
| New buy | 0% | $821K |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $2M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Richard N Nottenburg | Director | 75,000 | $2M | 2026-08-04 |
Which superinvestors own APLD?
3 tracked funds hold APPLIED DIGITAL CORP (APLD), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 2.3% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling APLD?
In the most recent 13F quarter, 3 tracked funds added or opened APLD and 0 trimmed it, including 2 brand-new positions.
How much APLD do tracked funds hold?
Combined disclosed long exposure to APLD across tracked superinvestors is $503M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.