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MFN Partners’s Applied Digital APLD Stock Holding History

MFN Partners’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
Q3 		$93.5M Buy
+3,835,000
New +$108M 1.94% 11

Other funds holding APLD

Equitec Proprietary Markets
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MFN Partners's APLD Position: Q3 2026 in Review

MFN Partners opened a new position in Applied Digital (APLD) in Q3 2026: 3,835,000 shares worth $93.5M. The stake represents 1.94% of the portfolio and ranks #11 among its holdings.

352 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • MFN Partners held 3,835,000 shares of Applied Digital worth $93.5M as of Q3 2026.
  • Applied Digital was a new MFN Partners position in Q3 2026.
  • Applied Digital made up 1.94% of MFN Partners's portfolio in Q3 2026, its #11 holding.
  • 352 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on MFN Partners's 13F filing for Q3 2026, filed 13 Nov 2026.