Aire Advisors’s Applied Digital APLD Stock Holding History

Aire Advisors’s Portfolio APLD Stock Details APLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Buy	+7,000	New	+$270K	0.04%	150
2025 Q4	–	Sell	-30,020	Closed	-$689K	–	155
2025 Q3	$689K	Buy	30,020 +20	+0.1%	+$296	0.13%	91
2025 Q2	$302K	Hold	30,000	–	–	0.06%	133
2025 Q1	$169K	Hold	30,000	–	–	0.04%	148
2024 Q4	$229K	Hold	30,000	–	–	0.05%	148
2024 Q3	$248K	Hold	30,000	–	–	0.05%	134
2024 Q2	$179K	Hold	30,000	–	–	0.04%	151
2024 Q1	$128K	Hold	30,000	–	–	0.03%	152
2023 Q4	$202K	Hold	30,000	–	–	0.05%	141
2023 Q3	$187K	Hold	30,000	–	–	0.05%	131
2023 Q2	$281K	Buy	30,000 +20,000	+200%	+$119K	0.07%	111
2023 Q1	$22.4K	Buy	+10,000	New	+$24.9K	0.01%	136

Other funds holding APLD

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Aire Advisors's APLD Position: Q2 2026 in Review

Aire Advisors opened a new position in Applied Digital (APLD) in Q2 2026: 7,000 shares worth $261K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Aire Advisors previously reported a position in APLD as recently as Q3 2025.

Aire Advisors first reported a position in APLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $689K in Q3 2025. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Aire Advisors held 7,000 shares of Applied Digital worth $261K as of Q2 2026.
Applied Digital was a new Aire Advisors position in Q2 2026.
Applied Digital made up 0.04% of Aire Advisors's portfolio in Q2 2026, its #150 holding.
Aire Advisors first reported a position in Applied Digital in Q1 2023 and has held it in 12 quarters since.
Aire Advisors's Applied Digital position peaked at $689K in Q3 2025.
565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.