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Qsemble Capital Management’s Applied Digital APLD Stock Holding History

Qsemble 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 		$539K Sell
14,438
-7,622
-35% -$294K 0.07% 278
2026
Q1 		$524K Buy
+22,060
New +$691K 0.04% 347
2025
Q4 		– Sell
-17,672
Closed -$405K – 482
2025
Q3 		$405K Sell
17,672
-51,480
-74% -$762K 0.04% 358
2025
Q2 		$696K Buy
+69,152
New +$510K 0.07% 294

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

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

Qsemble Capital Management reduced its Applied Digital (APLD) stake by 35% in Q2 2026, selling an estimated $294K and leaving 14,438 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #278.

Qsemble Capital Management first reported a position in APLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $696K in Q2 2025. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Qsemble Capital Management held 14,438 shares of Applied Digital worth $539K as of Q2 2026.
  • Qsemble Capital Management sold 7,622 Applied Digital shares in Q2 2026, an estimated $294K.
  • Applied Digital made up 0.07% of Qsemble Capital Management's portfolio in Q2 2026, its #278 holding.
  • Qsemble Capital Management first reported a position in Applied Digital in Q2 2025 and has held it in 4 quarters since.
  • Qsemble Capital Management's Applied Digital position peaked at $696K in Q2 2025.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.