BC
APLD icon

BIT Capital’s Applied Digital APLD Stock Holding History

BIT Capital’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 		$14.4M Sell
386,458
-9,624
-2% -$371K 0.43% 33
2026
Q1 		$9.4M Sell
396,082
-30,038
-7% -$940K 0.45% 36
2025
Q4 		$10.4M Buy
+426,120
New +$12.3M 0.38% 48
2024
Q3 		– Sell
-175,052
Closed -$928K – 112
2024
Q2 		$1.04M Sell
175,052
-105,034
-38% -$408K 0.08% 76
2024
Q1 		$1.2M Sell
280,086
-982,321
-78% -$4.96M 0.09% 86
2023
Q4 		$8.51M Sell
1,262,407
-273,820
-18% -$1.47M 0.84% 28
2023
Q3 		$9.59M Buy
1,536,227
+1,352,474
+736% +$9.45M 1.12% 24
2023
Q2 		$1.72M Buy
+183,753
New +$1.1M 0.16% 58

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

BIT Capital's APLD Position: Q2 2026 in Review

BIT Capital reduced its Applied Digital (APLD) stake by 2.4% in Q2 2026, selling an estimated $371K and leaving 386,458 shares worth $14.4M. The position accounts for 0.43% of the portfolio, ranked #33.

BIT Capital first reported a position in APLD in Q2 2023 and has held it in 8 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • BIT Capital held 386,458 shares of Applied Digital worth $14.4M as of Q2 2026.
  • BIT Capital sold 9,624 Applied Digital shares in Q2 2026, an estimated $371K.
  • Applied Digital made up 0.43% of BIT Capital's portfolio in Q2 2026, its #33 holding.
  • BIT Capital first reported a position in Applied Digital in Q2 2023 and has held it in 8 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on BIT Capital's 13F filing for Q2 2026, filed 12 Aug 2026.