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Quarry LP’s Applied Digital APLD Stock Holding History

Quarry LP’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
2024
Q3 		– Sell
-380,000
Closed -$2.26M – 1623
2024
Q2 		$2.26M Buy
380,000
+230,000
+153% +$892K 0.65% 34
2024
Q1 		$642K Sell
150,000
-300,000
-67% -$1.51M 0.12% 121
2023
Q4 		$3.03M Buy
+450,000
New +$2.42M 0.47% 35

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

Quarry LP's APLD Position: Q2 2026 in Review

Quarry LP increased its Applied Digital (APLD) stake by 422% in Q2 2026, buying an estimated $1.47K and bringing the position to 47 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Quarry LP first reported a position in APLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.8K in Q3 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Quarry LP held 47 shares of Applied Digital worth $1.75K as of Q2 2026.
  • Quarry LP bought 38 Applied Digital shares in Q2 2026, an estimated $1.47K.
  • Applied Digital made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #1718 holding.
  • Quarry LP first reported a position in Applied Digital in Q1 2025 and has held it in 6 quarters since.
  • Quarry LP's Applied Digital position peaked at $35.8K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.