CCM
APLD icon

Cannon Capital Management’s Applied Digital APLD Stock Holding History

Cannon 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
Q1 		$3.56M Buy
149,809
+1,546
+1% +$48.4K 2.89% 10
2025
Q4 		$3.64M Buy
+148,263
New +$4.27M 3.2% 10

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cannon Capital Management's APLD Position: Q1 2026 in Review

Cannon Capital Management increased its Applied Digital (APLD) stake by 1% in Q1 2026, buying an estimated $48.4K and bringing the position to 149,809 shares worth $3.56M. The position accounts for 2.89% of the portfolio, ranked #10.

Cannon Capital Management first reported a position in APLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.64M in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Cannon Capital Management held 149,809 shares of Applied Digital worth $3.56M as of Q1 2026.
  • Cannon Capital Management bought 1,546 Applied Digital shares in Q1 2026, an estimated $48.4K.
  • Applied Digital made up 2.89% of Cannon Capital Management's portfolio in Q1 2026, its #10 holding.
  • Cannon Capital Management first reported a position in Applied Digital in Q4 2025 and has held it in 2 quarters since.
  • Cannon Capital Management's Applied Digital position peaked at $3.64M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Cannon Capital Management's 13F filing for Q1 2026, filed 7 May 2026.