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Driehaus Capital Management’s Applied Digital APLD Stock Holding History

Driehaus 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 		$16.8M Buy
+450,395
New +$17.4M 0.1% 244
2026
Q1 		– Sell
-321,371
Closed -$7.88M – 363
2025
Q4 		$7.88M Sell
321,371
-1,076,050
-77% -$31M 0.05% 283
2025
Q3 		$32.1M Buy
1,397,421
+349,672
+33% +$5.18M 0.23% 146
2025
Q2 		$10.6M Buy
+1,047,749
New +$7.73M 0.08% 249
2025
Q1 		– Sell
-1,443,605
Closed -$11M – 401
2024
Q4 		$11M Buy
+1,443,605
New +$12M 0.09% 243

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

Driehaus Capital Management's APLD Position: Q2 2026 in Review

Driehaus Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 450,395 shares worth $16.8M. The stake represents 0.1% of the portfolio and ranks #244 among its holdings. This is a return to the name: Driehaus Capital Management previously reported a position in APLD as recently as Q4 2025.

Driehaus Capital Management first reported a position in APLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $32.1M in Q3 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Driehaus Capital Management held 450,395 shares of Applied Digital worth $16.8M as of Q2 2026.
  • Applied Digital was a new Driehaus Capital Management position in Q2 2026.
  • Applied Digital made up 0.1% of Driehaus Capital Management's portfolio in Q2 2026, its #244 holding.
  • Driehaus Capital Management first reported a position in Applied Digital in Q4 2024 and has held it in 5 quarters since.
  • Driehaus Capital Management's Applied Digital position peaked at $32.1M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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