Polen Capital Management
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Polen Capital Management’s Applied Digital APLD Stock Holding History

Polen 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 		$3.67M Buy
+98,328
New +$3.79M 0.03% 77

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Polen Capital Management's APLD Position: Q2 2026 in Review

Polen Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 98,328 shares worth $3.67M. The stake represents 0.03% of the portfolio and ranks #77 among its holdings.

564 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Polen Capital Management held 98,328 shares of Applied Digital worth $3.67M as of Q2 2026.
  • Applied Digital was a new Polen Capital Management position in Q2 2026.
  • Applied Digital made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #77 holding.
  • 564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.