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Thoroughbred Financial Services’s Applied Digital APLD Stock Holding History

Thoroughbred Financial Services’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 		$1.15M Sell
30,760
-355
-1% -$13.7K 0.06% 278
2026
Q1 		$738K Buy
31,115
+3,277
+12% +$103K 0.04% 329
2025
Q4 		$682K Buy
+27,838
New +$802K 0.04% 336

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

Thoroughbred Financial Services's APLD Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Applied Digital (APLD) stake by 1.1% in Q2 2026, selling an estimated $13.7K and leaving 30,760 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #278.

Thoroughbred Financial Services first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Thoroughbred Financial Services held 30,760 shares of Applied Digital worth $1.15M as of Q2 2026.
  • Thoroughbred Financial Services sold 355 Applied Digital shares in Q2 2026, an estimated $13.7K.
  • Applied Digital made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #278 holding.
  • Thoroughbred Financial Services first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.