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Bayesian Capital Management’s Applied Digital APLD Stock Holding History

Bayesian 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
2026
Q2 		$1.41M Buy
+37,800
New +$1.46M 0.9% 24
2025
Q4 		– Sell
-15,600
Closed -$358K – 137
2025
Q3 		$358K Buy
+15,600
New +$231K 0.07% 357
2022
Q4 		– Sell
-13,265
Closed -$23K – 768
2022
Q3 		$23K Buy
+13,265
New +$25K ﹤0.01% 639

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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

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

Bayesian Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 37,800 shares worth $1.41M. The stake represents 0.9% of the portfolio and ranks #24 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in APLD as recently as Q3 2025.

Bayesian Capital Management first reported a position in APLD in Q3 2022 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Bayesian Capital Management held 37,800 shares of Applied Digital worth $1.41M as of Q2 2026.
  • Applied Digital was a new Bayesian Capital Management position in Q2 2026.
  • Applied Digital made up 0.9% of Bayesian Capital Management's portfolio in Q2 2026, its #24 holding.
  • Bayesian Capital Management first reported a position in Applied Digital in Q3 2022 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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