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Thames Capital Management’s Applied Digital APLD Stock Holding History

Thames 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 		$10.7M Buy
+288,167
New +$11.1M 0.88% 43

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

Thames Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 288,167 shares worth $10.7M. The stake represents 0.88% of the portfolio and ranks #43 among its holdings.

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

  • Thames Capital Management held 288,167 shares of Applied Digital worth $10.7M as of Q2 2026.
  • Applied Digital was a new Thames Capital Management position in Q2 2026.
  • Applied Digital made up 0.88% of Thames Capital Management's portfolio in Q2 2026, its #43 holding.
  • 564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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