Applied Digital Corp.
APLD- 交易所
- Nasdaq
- 產業
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001144879
近 90 天，Applied Digital Corp. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 567 家機構在 13F 申報持有，市值合計 $78.6 億；老虎環球和第三點資本兩位大師持有。
2024 年第 2 季 13F 持有人
Applied Digital Corp. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 136
- 較 2024 年第 1 季 +22 家
- 持有股數
- 8,478 萬
- 較 2024 年第 1 季 +2,000 萬 (+30.9%)
- 總市值
- $5.04 億
- 較 2024 年第 1 季 +$2.29 億 (+83.2%)
- 新進機構
- 43
- 另有 59 家加碼
- 清倉機構
- 21
- 另有 24 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APLD 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 567 | $78.6 億 |
| 2026 年第 1 季 | 459 | $50.1 億 |
| 2025 年第 4 季 | 438 | $44.7 億 |
| 2025 年第 3 季 | 369 | $41.2 億 |
| 2025 年第 2 季 | 282 | $14.6 億 |
| 2025 年第 1 季 | 252 | $8.27 億 |
| 2024 年第 4 季 | 246 | $11.2 億 |
| 2024 年第 3 季 | 170 | $11.2 億 |
| 2024 年第 2 季 | 136 | $5.04 億 |
| 2024 年第 1 季 | 116 | $2.78 億 |
| 2023 年第 4 季 | 136 | $4.55 億 |
| 2023 年第 3 季 | 131 | $3.47 億 |
| 2023 年第 2 季 | 127 | $4.61 億 |
| 2023 年第 1 季 | 74 | $7,842 萬 |
| 2022 年第 4 季 | 66 | $5,801 萬 |
| 2022 年第 3 季 | 62 | $4,008 萬 |
| 2022 年第 2 季 | 51 | $2,162 萬 |
| 2022 年第 1 季 | 1 | $378.8 萬 |
| 2021 年第 4 季 | 1 | $608.2 萬 |
| 2021 年第 3 季 | 1 | $290.3 萬 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 2 季持有機構
每家機構持有 Applied Digital Corp. 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 9,596,231 | $5,710 萬 | 1.18% | +771,699+8.7% | 加碼 |
| Oasis Management Co Ltd. | 7,097,890 | $4,223 萬 | 13.47% | +1,872,578+35.8% | 加碼 |
| Vanguard Group Inc | 6,707,611 | $3,991 萬 | 0.00% | +531,538+8.6% | 加碼 |
| BlackRock Inc. | 6,353,071 | $3,780 萬 | 0.00% | +405,097+6.8% | 加碼 |
| Nokomis Capital, L.L.C. | 5,612,385 | $3,339 萬 | 15.95% | +975,225+21.0% | 加碼 |
| Clearfield Capital Management LP | 4,450,094 | $2,648 萬 | 23.82% | +4,450,094 | 新進 |
| Nomura Holdings Inc | 3,000,009 | $1,785 萬 | 0.11% | +1,000,055+50.0% | 加碼 |
| Van Eck Associates Corp | 2,869,980 | $1,708 萬 | 0.02% | +443,699+18.3% | 加碼 |
| Geode Capital Management, LLC | 2,058,298 | $1,225 萬 | 0.00% | +274,979+15.4% | 加碼 |
| State Street Corp | 2,050,415 | $1,220 萬 | 0.00% | +176,537+9.4% | 加碼 |
| Voya Investment Management LLC | 2,000,103 | $1,190 萬 | 0.01% | +52,695+2.7% | 加碼 |
| Plustick Management LLC | 1,885,000 | $1,122 萬 | 10.11% | +1,205,000+177.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,850,353 | $1,101 萬 | 0.03% | +1,850,353 | 新進 |
| Jane Street Group, LLC | 1,687,061 | $1,004 萬 | 0.01% | +1,626,459+2,683.8% | 加碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $970.7 萬 | 4.86% | −404,233−19.9% | 減碼 |
| Balyasny Asset Management LLC | 1,481,034 | $881.2 萬 | 0.02% | +1,481,034 | 新進 |
| Cowbird Capital LP | 1,351,296 | $804.0 萬 | 9.24% | +1,351,296 | 新進 |
| Castle Hook Partners LP | 1,307,465 | $777.9 萬 | 0.27% | +1,307,465 | 新進 |
| Royce & Associates LP | 1,116,377 | $664.2 萬 | 0.06% | +253,557+29.4% | 加碼 |
| Millennium Management LLC | 956,362 | $569.0 萬 | 0.00% | +956,362 | 新進 |
| Boothbay Fund Management, LLC | 948,725 | $564.5 萬 | 0.17% | +14,420+1.5% | 加碼 |
| National Asset Management, Inc. | 774,655 | $460.9 萬 | 0.12% | +308,223+66.1% | 加碼 |
| Portolan Capital Management, LLC | 756,556 | $450.2 萬 | 0.37% | −449,764−37.3% | 減碼 |
| Northern Trust Corp | 722,424 | $429.8 萬 | 0.00% | −54,392−7.0% | 減碼 |
| Goldman Sachs Group Inc | 709,559 | $422.2 萬 | 0.00% | +247,480+53.6% | 加碼 |
| Susquehanna International Group, LLP | 703,312 | $418.5 萬 | 0.01% | −392,620−35.8% | 減碼 |
| Exchange Traded Concepts, LLC | 694,258 | $413.1 萬 | 0.11% | −164,938−19.2% | 減碼 |
| Pertento Partners LLP | 664,108 | $395.1 萬 | 0.50% | +664,108 | 新進 |
| Charles Schwab Investment Management Inc | 658,739 | $391.9 萬 | 0.00% | +37,871+6.1% | 加碼 |
| Ardsley Advisory Partners LP | 632,000 | $376.0 萬 | 0.68% | +57,000+9.9% | 加碼 |
| Vident Advisory, LLC | 631,620 | $375.8 萬 | 0.10% | −118,385−15.8% | 減碼 |
| Metavasi Capital LP | 610,000 | $362.9 萬 | 2.00% | +610,000 | 新進 |
| Alight Capital Management LP | 600,000 | $357.0 萬 | 0.88% | +600,000 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 501,310 | $298.3 萬 | 0.01% | −24,260−4.6% | 減碼 |
| Northern Right Capital Management, L.P. | 475,000 | $282.6 萬 | 1.04% | +475,000 | 新進 |
| J. Goldman & Co LP | 462,053 | $274.9 萬 | 0.10% | +462,053 | 新進 |
| Tudor Investment Corp Et Al | 444,050 | $264.2 萬 | 0.03% | +444,050 | 新進 |
| Collaborative Holdings Management LP | 425,000 | $252.9 萬 | 5.77% | +250,000+142.9% | 加碼 |
| Register Financial Advisors LLC | 417,800 | $248.6 萬 | 1.26% | +94,400+29.2% | 加碼 |
| Manatuck Hill Partners, LLC | 400,000 | $238.0 萬 | 1.05% | +400,000 | 新進 |
| Thor Investment Management Inc | 385,848 | $229.6 萬 | 1.80% | +268,472+228.7% | 加碼 |
| Thomist Capital Management, LP | 425,000 | $221.8 萬 | 0.80% | +425,000 | 新進 |
| Hunter Associates Investment Management LLC | 371,334 | $221.5 萬 | 0.37% | +42,689+13.0% | 加碼 |
| Group One Trading, L.P. | 311,075 | $185.1 萬 | 0.06% | +311,075 | 新進 |
| Bank of New York Mellon Corp | 304,869 | $181.4 萬 | 0.00% | +80,958+36.2% | 加碼 |
| JT Stratford LLC | 282,402 | $168.0 萬 | 0.31% | −26,224−8.5% | 減碼 |
| Woodmont Investment Counsel LLC | 272,420 | $162.1 萬 | 0.13% | +22,101+8.8% | 加碼 |
| Harvey Partners, LLC | 250,000 | $148.8 萬 | 0.18% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 243,932 | $145.1 萬 | 0.00% | +243,932 | 新進 |
| Morgan Stanley | 243,440 | $144.8 萬 | 0.00% | +8,840+3.8% | 加碼 |
| Nuveen Asset Management, LLC | 242,132 | $144.1 萬 | 0.00% | +33,071+15.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 211,547 | $125.9 萬 | 0.02% | +211,547 | 新進 |
| SEI Investments Co | 198,876 | $118.3 萬 | 0.00% | −6,576−3.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 191,841 | $114.1 萬 | 0.00% | +128,255+201.7% | 加碼 |
| Concentric Capital Strategies, LP | 189,530 | $112.8 萬 | 0.07% | +189,530 | 新進 |
| MYDA Advisors LLC | 189,500 | $112.8 萬 | 0.34% | +189,500 | 新進 |
| CastleKnight Management LP | 183,300 | $109.1 萬 | 0.15% | +76,600+71.8% | 加碼 |
| Simplex Trading, LLC | 180,285 | $107.2 萬 | 0.03% | +174,780+3,174.9% | 加碼 |
| BIT Capital GmbH | 175,052 | $104.2 萬 | 0.09% | −105,034−37.5% | 減碼 |
| Invesco Ltd. | 149,896 | $89.2 萬 | 0.00% | +31,817+26.9% | 加碼 |
| Rhumbline Advisers | 140,087 | $83.4 萬 | 0.00% | +32,336+30.0% | 加碼 |
| Marshall Wace, LLP | 121,062 | $72.0 萬 | 0.00% | +121,062 | 新進 |
| MRP Capital Investments, LLC | 119,875 | $71.3 萬 | 0.67% | +57,350+91.7% | 加碼 |
| Covalis Capital LLP | 110,558 | $65.8 萬 | 0.09% | +110,558 | 新進 |
| Squarepoint Ops LLC | 108,557 | $64.6 萬 | 0.00% | −101,033−48.2% | 減碼 |
| Bank of America Corp | 101,022 | $60.1 萬 | 0.00% | +63,408+168.6% | 加碼 |
| Silphium Asset Management Ltd | 100,000 | $59.5 萬 | 0.28% | +100,000 | 新進 |
| Alliancebernstein L.P. | 94,110 | $56.0 萬 | 0.00% | +10,300+12.3% | 加碼 |
| IMC-Chicago, LLC | 91,034 | $54.2 萬 | 0.02% | +91,034 | 新進 |
| Russell Investments Group, Ltd. | 68,587 | $40.8 萬 | 0.00% | +50,142+271.8% | 加碼 |
| Nishkama Capital, LLC | 67,941 | $40.4 萬 | 0.06% | +67,941 | 新進 |
| Commonwealth Equity Services, LLC | 66,688 | $39.7 萬 | 0.00% | +35,768+115.7% | 加碼 |
| LPL Financial LLC | 61,295 | $36.5 萬 | 0.00% | +32,834+115.4% | 加碼 |
| Barclays PLC | 58,149 | $34.6 萬 | 0.00% | −21,282−26.8% | 減碼 |
| MetLife Investment Management | 57,985 | $34.5 萬 | 0.00% | +15,023+35.0% | 加碼 |
| Deutsche Bank AG | 55,050 | $32.8 萬 | 0.00% | +2,642+5.0% | 加碼 |
| Corebridge Financial, Inc. | 52,982 | $31.5 萬 | 0.00% | +52,982 | 新進 |
| State of Wisconsin Investment Board | 51,774 | $30.8 萬 | 0.00% | −79,142−60.5% | 減碼 |
| Citigroup Inc | 50,094 | $29.8 萬 | 0.00% | +13,811+38.1% | 加碼 |
| JPMorgan Chase & Co | 47,581 | $28.3 萬 | 0.00% | +12,476+35.5% | 加碼 |
| Wells Fargo & Company | 42,509 | $25.3 萬 | 0.00% | +7,067+19.9% | 加碼 |
| Wolverine Trading, LLC | 41,040 | $24.4 萬 | 0.00% | +41,040 | 新進 |
| Walleye Capital LLC | 40,002 | $23.8 萬 | 0.00% | +40,002 | 新進 |
| New York State Common Retirement Fund | 39,519 | $23.5 萬 | 0.00% | −1,756−4.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 37,641 | $22.4 萬 | 0.00% | +7,517+25.0% | 加碼 |
| Wellington Management Group LLP | 34,371 | $20.5 萬 | 0.00% | −11,632−25.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 33,606 | $20.0 萬 | 0.00% | +30,597+1,016.8% | 加碼 |
| Price T Rowe Associates Inc | 31,383 | $18.7 萬 | 0.00% | +7,365+30.7% | 加碼 |
| Cannell Capital LLC | 30,622 | $18.2 萬 | 0.04% | +30,622 | 新進 |
| Ci Investments Inc. | 30,580 | $18.2 萬 | 0.00% | +21,399+233.1% | 加碼 |
| Caption Management, LLC | 30,000 | $17.9 萬 | 0.02% | −40,000−57.1% | 減碼 |
| Aire Advisors, LLC | 30,000 | $17.9 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 27,620 | $16.4 萬 | 0.02% | +4,000+16.9% | 加碼 |
| UBS Group AG | 26,463 | $15.7 萬 | 0.00% | −62,347−70.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 25,139 | $15.0 萬 | 0.00% | +1,571+6.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,300 | $12.7 萬 | 0.00% | +21,300 | 新進 |
| L & S Advisors Inc | 20,500 | $12.2 萬 | 0.01% | +20,500 | 新進 |
| Vontobel Holding Ltd. | 20,235 | $12.0 萬 | 0.00% | +9,000+80.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 20,000 | $11.9 萬 | 0.00% | −20,030−50.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 18,849 | $11.2 萬 | 0.01% | +18,849 | 新進 |