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Dmitry Balyasny’s Applied Digital APLD Stock Holding History

Dmitry Balyasny’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 		$2.04M Sell
54,800
-5,500
-9% -$212K ﹤0.01% 1806
2026
Q1 		$1.43M Buy
+60,300
New +$1.89M ﹤0.01% 1935
2025
Q3 		– Sell
-36,000
Closed -$363K – 2886
2025
Q2 		$363K Buy
+36,000
New +$266K ﹤0.01% 2417
2024
Q3 		– Sell
-240,000
Closed -$1.43M – 2717
2024
Q2 		$1.43M Buy
+240,000
New +$931K ﹤0.01% 1654

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

Dmitry Balyasny's APLD Position: Q2 2026 in Review

Dmitry Balyasny increased its Applied Digital (APLD) stake by 145% in Q2 2026, buying an estimated $30.5M and bringing the position to 1,336,486 shares worth $49.9M. The position accounts for 0.06% of the portfolio, ranked #362.

Dmitry Balyasny first reported a position in APLD in Q2 2024 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Dmitry Balyasny held 1,336,486 shares of Applied Digital worth $49.9M as of Q2 2026.
  • Dmitry Balyasny bought 790,269 Applied Digital shares in Q2 2026, an estimated $30.5M.
  • Applied Digital made up 0.06% of Dmitry Balyasny's portfolio in Q2 2026, its #362 holding.
  • Dmitry Balyasny first reported a position in Applied Digital in Q2 2024 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.