DBA Trading’s Applied Digital APLD Stock Holding History

DBA Trading’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	$132M	Hold	5,576,235	–	–	66.54%	1
2026 Q1	$132M	Buy	+5,576,235	New	+$175M	65.75%	1

Other funds holding APLD

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

DBA Trading's APLD Position: Q2 2026 in Review

DBA Trading held its Applied Digital (APLD) position steady in Q2 2026 at 5,576,235 shares worth $132M. The position accounts for 66.54% of the portfolio, ranked #1.

DBA Trading first reported a position in APLD in Q1 2026 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

DBA Trading held 5,576,235 shares of Applied Digital worth $132M as of Q2 2026.
DBA Trading left its Applied Digital share count unchanged in Q2 2026.
Applied Digital made up 66.54% of DBA Trading's portfolio in Q2 2026, its #1 holding.
DBA Trading first reported a position in Applied Digital in Q1 2026 and has held it in 2 quarters since.
567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on DBA Trading's 13F filing for Q2 2026, filed 20 Jul 2026.