Hood River Capital Management’s Applied Digital APLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$548M	Buy	23,075,612 +1,038,181	+5%	+$32.5M	5.49%	1
2025 Q4	$540M	Buy	22,037,431 +990,777	+5%	+$28.5M	5.92%	1
2025 Q3	$483M	Sell	21,046,654 -812,377	-4%	-$12M	5.7%	1
2025 Q2	$220M	Buy	21,859,031 +592,314	+3%	+$4.37M	3.07%	3
2025 Q1	$120M	Buy	21,266,717 +6,119,295	+40%	+$48.1M	2.04%	4
2024 Q4	$116M	Buy	15,147,422 +1,464,854	+11%	+$12.2M	1.71%	7
2024 Q3	$113M	Buy	13,682,568 +4,086,337	+43%	+$21.7M	1.82%	11
2024 Q2	$57.1M	Buy	9,596,231 +771,699	+9%	+$2.99M	1.18%	27
2024 Q1	$37.8M	Buy	8,824,532 +240,177	+3%	+$1.21M	0.84%	47
2023 Q4	$57.9M	Buy	8,584,355 +994,788	+13%	+$5.35M	1.59%	17
2023 Q3	$47.4M	Buy	7,589,567 +1,739,710	+30%	+$12.2M	1.52%	22
2023 Q2	$54.7M	Buy	5,849,857 +1,178,074	+25%	+$7.02M	1.63%	18
2023 Q1	$10.5M	Buy	4,671,783 +1,078,255	+30%	+$2.69M	0.34%	73
2022 Q4	$6.61M	Buy	3,593,528 +368,078	+11%	+$726K	0.24%	79
2022 Q3	$5.48M	Buy	3,225,450 +198,582	+7%	+$374K	0.21%	85
2022 Q2	$3.18M	Buy	+3,026,868	New	+$9.07M	0.13%	94