JY
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Jeff Yass’s Applied Digital APLD Stock Holding History

Jeff Yass’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 		$134M Buy
3,600,600
+709,400
+25% +$27.4M 0.01% 779
2026
Q1 		$68.6M Sell
2,891,200
-987,200
-25% -$30.9M 0.01% 1059
2025
Q4 		$95.1M Sell
3,878,400
-1,277,300
-25% -$36.8M 0.01% 920
2025
Q3 		$118M Buy
5,155,700
+1,743,500
+51% +$25.8M 0.01% 793
2025
Q2 		$34.4M Buy
3,412,200
+1,073,500
+46% +$7.92M ﹤0.01% 1471
2025
Q1 		$13.1M Buy
2,338,700
+784,200
+50% +$6.16M ﹤0.01% 2199
2024
Q4 		$11.9M Buy
1,554,500
+943,900
+155% +$7.84M ﹤0.01% 2451
2024
Q3 		$5.04M Buy
610,600
+447,800
+275% +$2.37M ﹤0.01% 3577
2024
Q2 		$969K Sell
162,800
-229,900
-59% -$892K ﹤0.01% 6671
2024
Q1 		$1.68M Sell
392,700
-53,000
-12% -$267K ﹤0.01% 5743
2023
Q4 		$3M Buy
445,700
+63,900
+17% +$344K ﹤0.01% 4576
2023
Q3 		$2.38M Buy
381,800
+81,100
+27% +$566K ﹤0.01% 4800
2023
Q2 		$2.81M Buy
+300,700
New +$1.79M ﹤0.01% 4483

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

Jeff Yass's APLD Position: Q2 2026 in Review

Jeff Yass increased its Applied Digital (APLD) stake by 385% in Q2 2026, buying an estimated $25.6M and bringing the position to 836,833 shares worth $31.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Jeff Yass first reported a position in APLD in Q3 2022 and has held it in 15 quarters since. 563 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Jeff Yass held 836,833 shares of Applied Digital worth $31.2M as of Q2 2026.
  • Jeff Yass bought 664,389 Applied Digital shares in Q2 2026, an estimated $25.6M.
  • Applied Digital made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1973 holding.
  • Jeff Yass first reported a position in Applied Digital in Q3 2022 and has held it in 15 quarters since.
  • 563 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.