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Thomist Capital Management’s Applied Digital APLD Stock Holding History

Thomist 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
Q1 		– Sell
-21,700
Closed -$523K – 62
2025
Q4 		$523K Buy
21,700
+7,700
+55% +$222K 0.11% 54
2025
Q3 		$310K Buy
+14,000
New +$207K 0.06% 72
2025
Q1 		– Sell
-74,756
Closed -$596K – 40
2024
Q4 		$596K Sell
74,756
-321,900
-81% -$2.68M 0.15% 46
2024
Q3 		$3.25M Sell
396,656
-28,344
-7% -$150K 0.64% 17
2024
Q2 		$2.22M Buy
+425,000
New +$1.65M 0.79% 21

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thomist Capital Management's APLD Position: Q1 2026 in Review

Thomist Capital Management sold out of Applied Digital (APLD) in Q1 2026, closing a stake of 21,700 shares — an estimated $523K sold.

Thomist Capital Management first reported a position in APLD in Q2 2024 and held it in 5 quarters. The position peaked at $3.25M in Q3 2024. 458 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Thomist Capital Management reported no remaining Applied Digital position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 21,700 Applied Digital shares in Q1 2026, an estimated $523K.
  • Thomist Capital Management first reported a position in Applied Digital in Q2 2024 and held it in 5 quarters.
  • Thomist Capital Management's Applied Digital position peaked at $3.25M in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.