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

Hood River 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 		$840M Sell
22,518,887
-556,725
-2% -$21.5M 6.09% 1
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

Other funds holding APLD

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
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Hood River Capital Management's APLD Position: Q2 2026 in Review

Hood River Capital Management reduced its Applied Digital (APLD) stake by 2.4% in Q2 2026, selling an estimated $21.5M and leaving 22,518,887 shares worth $840M. The position accounts for 6.09% of the portfolio, ranked #1.

Hood River Capital Management first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Hood River Capital Management held 22,518,887 shares of Applied Digital worth $840M as of Q2 2026.
  • Hood River Capital Management sold 556,725 Applied Digital shares in Q2 2026, an estimated $21.5M.
  • Applied Digital made up 6.09% of Hood River Capital Management's portfolio in Q2 2026, its #1 holding.
  • Hood River Capital Management first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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