TwinBeech Capital’s Applied Digital APLD Stock Holding History

TwinBeech 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	–	Sell	-10,500	Closed	-$249K	–	376
2026 Q1	$249K	Buy	+10,500	New	+$329K	0.03%	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 Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

TwinBeech Capital's APLD Position: Q2 2026 in Review

TwinBeech Capital sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 10,500 shares — an estimated $249K sold.

TwinBeech Capital first reported a position in APLD in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 564 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

TwinBeech Capital reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 10,500 Applied Digital shares in Q2 2026, an estimated $249K.
TwinBeech Capital first reported a position in Applied Digital in Q1 2026 and held it in 1 quarter.
TwinBeech Capital's Applied Digital position peaked at $249K in Q1 2026.
564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.