TCM
APLD icon

Tradewinds Capital Management’s Applied Digital APLD Stock Holding History

Tradewinds 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 		$4.89K Sell
131
-239
-65% -$9.22K ﹤0.01% 475
2026
Q1 		$8.78K Hold
370
– – ﹤0.01% 412
2025
Q4 		$9.07K Hold
370
– – ﹤0.01% 392
2025
Q3 		$8.49K Hold
370
– – ﹤0.01% 390
2025
Q2 		$3.73K Hold
370
– – ﹤0.01% 426
2025
Q1 		$2.08K Buy
+370
New +$2.9K ﹤0.01% 479

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

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

Tradewinds Capital Management reduced its Applied Digital (APLD) stake by 65% in Q2 2026, selling an estimated $9.22K and leaving 131 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Tradewinds Capital Management first reported a position in APLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.07K in Q4 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Tradewinds Capital Management held 131 shares of Applied Digital worth $4.89K as of Q2 2026.
  • Tradewinds Capital Management sold 239 Applied Digital shares in Q2 2026, an estimated $9.22K.
  • Applied Digital made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #475 holding.
  • Tradewinds Capital Management first reported a position in Applied Digital in Q1 2025 and has held it in 6 quarters since.
  • Tradewinds Capital Management's Applied Digital position peaked at $9.07K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.