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
2025 Q1	–	Sell	-900,000	Closed	-$6.88M	–	111
2024 Q4	$6.88M	Buy	900,000 +295,000	+49%	+$2.45M	0.55%	30
2024 Q3	$4.99M	Buy	+605,000	New	+$3.21M	0.46%	40
2023 Q4	–	Sell	-132,000	Closed	-$824K	–	99
2023 Q3	$824K	Buy	+132,000	New	+$922K	0.1%	61

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

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.