Situational Awareness’s Applied Digital APLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.4M Buy
6,591,800
+2,556,200
+63% +$25.7M 3.13% 7
2025
Q1
$22.7M Buy
+4,035,600
New +$22.7M 2.26% 10