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Alight Capital Management’s Applied Digital APLD Stock Holding History

Alight Capital Management’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
2024
Q4 		– Sell
-100,000
Closed -$825K – 58
2024
Q3 		$825K Buy
+100,000
New +$530K 0.28% 53

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Vanguard Capital Management
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Two Sigma Investments
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EPM
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Goldman Sachs
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Geode Capital Management
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

Alight Capital Management's APLD Position: Q2 2026 in Review

Alight Capital Management increased its Applied Digital (APLD) stake by 66% in Q2 2026, buying an estimated $2.54M and bringing the position to 165,800 shares worth $6.18M. The position accounts for 0.87% of the portfolio, ranked #44.

Alight Capital Management first reported a position in APLD in Q2 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Alight Capital Management held 165,800 shares of Applied Digital worth $6.18M as of Q2 2026.
  • Alight Capital Management bought 65,800 Applied Digital shares in Q2 2026, an estimated $2.54M.
  • Applied Digital made up 0.87% of Alight Capital Management's portfolio in Q2 2026, its #44 holding.
  • Alight Capital Management first reported a position in Applied Digital in Q2 2024 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Alight Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.