SLC
APLD icon

Second Line Capital’s Applied Digital APLD Stock Holding History

Second Line Capital’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 		– Sell
-86,703
Closed -$2.97M – 177
2026
Q1 		$2.97M Buy
+86,703
New +$2.71M 0.56% 34

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

Second Line Capital's APLD Position: Q2 2026 in Review

Second Line Capital sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 86,703 shares — an estimated $2.97M sold.

Second Line Capital first reported a position in APLD in Q1 2026 and held it in 1 quarter. The position peaked at $2.97M in Q1 2026. 564 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Second Line Capital reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
  • Second Line Capital sold 86,703 Applied Digital shares in Q2 2026, an estimated $2.97M.
  • Second Line Capital first reported a position in Applied Digital in Q1 2026 and held it in 1 quarter.
  • Second Line Capital's Applied Digital position peaked at $2.97M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.