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&Partners’s Applied Digital APLD Stock Holding History

&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
Q2 		$1.02M Buy
27,114
+183
+0.7% +$7.06K ﹤0.01% 1402
2026
Q1 		$639K Buy
26,931
+2,759
+11% +$86.4K ﹤0.01% 1554
2025
Q4 		$593K Buy
24,172
+6,006
+33% +$173K ﹤0.01% 1517
2025
Q3 		$417K Buy
+18,166
New +$269K ﹤0.01% 1568

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

&Partners's APLD Position: Q2 2026 in Review

&Partners increased its Applied Digital (APLD) stake by 0.68% in Q2 2026, buying an estimated $7.06K and bringing the position to 27,114 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

&Partners first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • &Partners held 27,114 shares of Applied Digital worth $1.02M as of Q2 2026.
  • &Partners bought 183 Applied Digital shares in Q2 2026, an estimated $7.06K.
  • Applied Digital made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1402 holding.
  • &Partners first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.