MAM
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Morse Asset Management’s Applied Digital APLD Stock Holding History

Morse Asset 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
Q1 		$801K Buy
33,760
+565
+2% +$17.7K 0.17% 101
2025
Q4 		$814K Sell
33,195
-13,324
-29% -$384K 0.16% 100
2025
Q3 		$1.07M Buy
+46,519
New +$689K 0.21% 92

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $201M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morse Asset Management's APLD Position: Q1 2026 in Review

Morse Asset Management increased its Applied Digital (APLD) stake by 1.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 33,760 shares worth $801K. The position accounts for 0.17% of the portfolio, ranked #101.

Morse Asset Management first reported a position in APLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Morse Asset Management held 33,760 shares of Applied Digital worth $801K as of Q1 2026.
  • Morse Asset Management bought 565 Applied Digital shares in Q1 2026, an estimated $17.7K.
  • Applied Digital made up 0.17% of Morse Asset Management's portfolio in Q1 2026, its #101 holding.
  • Morse Asset Management first reported a position in Applied Digital in Q3 2025 and has held it in 3 quarters since.
  • Morse Asset Management's Applied Digital position peaked at $1.07M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.