Brevan Howard Capital Management’s Applied Digital APLD Stock Holding History

Brevan Howard 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	$4.7M	Buy	+126,007	New	+$4.86M	0.03%	354
2026 Q1	–	Sell	-18,689	Closed	-$458K	–	2130
2025 Q4	$458K	Sell	18,689 -24,517	-57%	-$706K	0.01%	1157
2025 Q3	$991K	Sell	43,206 -296,553	-87%	-$4.39M	﹤0.01%	897
2025 Q2	$3.42M	Sell	339,759 -4,593	-1%	-$33.9K	0.02%	522
2025 Q1	$1.94M	Buy	344,352 +217,395	+171%	+$1.71M	0.02%	311
2024 Q4	$970K	Buy	+126,957	New	+$1.06M	0.01%	442

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

Brevan Howard Capital Management's APLD Position: Q2 2026 in Review

Brevan Howard Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 126,007 shares worth $4.7M. The stake represents 0.03% of the portfolio and ranks #354 among its holdings. This is a return to the name: Brevan Howard Capital Management previously reported a position in APLD as recently as Q4 2025.

Brevan Howard Capital Management first reported a position in APLD in Q4 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Brevan Howard Capital Management held 126,007 shares of Applied Digital worth $4.7M as of Q2 2026.
Applied Digital was a new Brevan Howard Capital Management position in Q2 2026.
Applied Digital made up 0.03% of Brevan Howard Capital Management's portfolio in Q2 2026, its #354 holding.
Brevan Howard Capital Management first reported a position in Applied Digital in Q4 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 Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.