TC
APLD icon

Truvestments Capital’s Applied Digital APLD Stock Holding History

Truvestments Capital’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 		$678K Buy
18,189
+6,913
+61% +$267K 0.1% 187
2026
Q1 		$268K Buy
11,276
+7,800
+224% +$244K 0.05% 276
2025
Q4 		$85.2K Buy
3,476
+726
+26% +$20.9K 0.02% 366
2025
Q3 		$63.1K Buy
2,750
+500
+22% +$7.4K 0.01% 409
2025
Q2 		$22.7K Buy
2,250
+979
+77% +$7.22K ﹤0.01% 512
2025
Q1 		$7.14K Buy
1,271
+1,021
+408% +$8.02K ﹤0.01% 708
2024
Q4 		$1.91K Hold
250
– – ﹤0.01% 848
2024
Q3 		$2.06K Buy
+250
New +$1.32K ﹤0.01% 793

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

Truvestments Capital's APLD Position: Q2 2026 in Review

Truvestments Capital increased its Applied Digital (APLD) stake by 61% in Q2 2026, buying an estimated $267K and bringing the position to 18,189 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #187.

Truvestments Capital first reported a position in APLD in Q3 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Truvestments Capital held 18,189 shares of Applied Digital worth $678K as of Q2 2026.
  • Truvestments Capital bought 6,913 Applied Digital shares in Q2 2026, an estimated $267K.
  • Applied Digital made up 0.1% of Truvestments Capital's portfolio in Q2 2026, its #187 holding.
  • Truvestments Capital first reported a position in Applied Digital in Q3 2024 and has held it in 8 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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