Hudson Bay Capital Management
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Hudson Bay Capital Management’s Applied Digital APLD Stock Holding History

Hudson Bay 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 		$2M Buy
+53,630
New +$2.07M 0.01% 812
2025
Q1 		– Sell
-213,606
Closed -$1.63M – 1292
2024
Q4 		$1.63M Buy
+213,606
New +$1.78M 0.01% 690

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VARA
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Hudson Bay Capital Management's APLD Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 53,630 shares worth $2M. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in APLD as recently as Q4 2024.

Hudson Bay Capital Management first reported a position in APLD in Q4 2024 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Hudson Bay Capital Management held 53,630 shares of Applied Digital worth $2M as of Q2 2026.
  • Applied Digital was a new Hudson Bay Capital Management position in Q2 2026.
  • Applied Digital made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #812 holding.
  • Hudson Bay Capital Management first reported a position in Applied Digital in Q4 2024 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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