Value Aligned Research Advisors, LLC

SEC CIK: 0001963565
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

APLD holding history

Applied Digital Corp. in every 13F filed by Value Aligned Research Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APLD overview All 13F holders of APLD Full Q2 2026 holdings

Shares (Q2 2026): 5,546,030
Value: $206.9M
% of portfolio: 1.2%
Quarters held: 3; Since Q4 2025

Holdings of APLD by Value Aligned Research Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,546,030	$206.9M	1.2%	−1,122,281−16.8%	Reduced	Holders
Q1 2026	6,668,311	$158.3M	1.9%	+1,024,761+18.2%	Added	Holders
Q4 2025	5,643,550	$138.4M	2.8%	+5,643,550	New	Holders