Tucker Asset Management’s Applied Digital APLD Stock Holding History

Tucker Asset 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
2025 Q4	$71.6K	Buy	+2,922	New	+$84.2K	0.02%	238
2025 Q1	–	Sell	-2,977	Closed	-$22.7K	–	343
2024 Q4	$22.7K	Buy	2,977 +2,245	+307%	+$18.7K	﹤0.01%	536
2024 Q3	$6.04K	Hold	732	–	–	﹤0.01%	852
2024 Q2	$4.36K	Hold	732	–	–	﹤0.01%	1109
2024 Q1	$3.13K	Hold	732	–	–	﹤0.01%	1215
2023 Q4	$4.93K	Sell	732 -189	-21%	-$1.02K	﹤0.01%	909
2023 Q3	$5.75K	Buy	921 +671	+268%	+$4.69K	﹤0.01%	792
2023 Q2	$2.34K	Buy	+250	New	+$1.49K	﹤0.01%	823

Other funds holding APLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tucker Asset Management's APLD Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Applied Digital (APLD) in Q4 2025: 2,922 shares worth $71.6K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in APLD as recently as Q4 2024.

Tucker Asset Management first reported a position in APLD in Q2 2023 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold APLD as of Q4 2025.

Tucker Asset Management held 2,922 shares of Applied Digital worth $71.6K as of Q4 2025.
Applied Digital was a new Tucker Asset Management position in Q4 2025.
Applied Digital made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #238 holding.
Tucker Asset Management first reported a position in Applied Digital in Q2 2023 and has held it in 8 quarters since.
436 funds tracked by Wall St. Rank held Applied Digital as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.