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Honeycomb Asset Management’s Applied Digital APLD Stock Holding History

Honeycomb Asset 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
2025
Q2 		– Sell
-250,000
Closed -$1.41M – 21
2025
Q1 		$1.41M Buy
+250,000
New +$1.96M 0.67% 27

Other funds holding APLD

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Honeycomb Asset Management's APLD Position: Q2 2025 in Review

Honeycomb Asset Management sold out of Applied Digital (APLD) in Q2 2025, closing a stake of 250,000 shares — an estimated $1.41M sold.

Honeycomb Asset Management first reported a position in APLD in Q1 2025 and held it in 1 quarter. The position peaked at $1.41M in Q1 2025. 281 funds tracked by Wall St. Rank hold APLD as of Q2 2025.

  • Honeycomb Asset Management reported no remaining Applied Digital position as of Q2 2025 after selling out during the quarter.
  • Honeycomb Asset Management sold 250,000 Applied Digital shares in Q2 2025, an estimated $1.41M.
  • Honeycomb Asset Management first reported a position in Applied Digital in Q1 2025 and held it in 1 quarter.
  • Honeycomb Asset Management's Applied Digital position peaked at $1.41M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Applied Digital as of Q2 2025.

Based on Honeycomb Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.