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 $78.5 億；老虎環球和第三點資本兩位大師持有。
2025 年第 1 季 13F 持有人
Applied Digital Corp. 在 2025/3/31 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
- 252
- 較 2024 年第 4 季 +8 家
- 持有股數
- 1.46 億
- 較 2024 年第 4 季 +90.2 萬 (+0.6%)
- 總市值
- $8.21 億
- 較 2024 年第 4 季 −$2.88 億 (−26.0%)
- 新進機構
- 70
- 另有 105 家加碼
- 清倉機構
- 62
- 另有 47 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $78.5 億 |
| 2026 年第 1 季 | 459 | $50.1 億 |
| 2025 年第 4 季 | 438 | $44.2 億 |
| 2025 年第 3 季 | 369 | $40.9 億 |
| 2025 年第 2 季 | 282 | $14.5 億 |
| 2025 年第 1 季 | 252 | $8.21 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 | $2.76 億 |
| 2023 年第 4 季 | 136 | $4.51 億 |
| 2023 年第 3 季 | 131 | $3.47 億 |
| 2023 年第 2 季 | 127 | $4.55 億 |
| 2023 年第 1 季 | 74 | $7,841 萬 |
| 2022 年第 4 季 | 66 | $5,801 萬 |
| 2022 年第 3 季 | 62 | $3,907 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 21,266,717 | $1.20 億 | 2.04% | +6,119,295+40.4% | 加碼 |
| BlackRock, Inc. | 16,135,984 | $9,068 萬 | 0.00% | +716,850+4.6% | 加碼 |
| Vanguard Group Inc | 13,491,013 | $7,582 萬 | 0.00% | +730,978+5.7% | 加碼 |
| Oasis Management Co Ltd. | 8,732,817 | $4,908 萬 | 16.49% | +2,169,670+33.1% | 加碼 |
| NVIDIA Corp | 7,716,050 | $4,336 萬 | 3.78% | 00.0% | 不變 |
| Geode Capital Management, LLC | 5,339,441 | $3,001 萬 | 0.00% | +612,946+13.0% | 加碼 |
| Clearfield Capital Management LP | 4,176,179 | $2,347 萬 | 30.80% | −829,600−16.6% | 減碼 |
| State Street Corp | 4,160,990 | $2,338 萬 | 0.00% | +36,533+0.9% | 加碼 |
| Van Eck Associates Corp | 4,122,704 | $2,317 萬 | 0.03% | −281,609−6.4% | 減碼 |
| Situational Awareness LP | 4,035,600 | $2,268 萬 | 4.15% | +4,035,600 | 新進 |
| D. E. Shaw & Co., Inc. | 3,381,851 | $1,901 萬 | 0.02% | +2,335,256+223.1% | 加碼 |
| Nomura Holdings Inc | 2,501,570 | $1,406 萬 | 0.08% | −447,201−15.2% | 減碼 |
| Goldman Sachs Group Inc | 2,276,227 | $1,279 萬 | 0.00% | +874,478+62.4% | 加碼 |
| Pertento Partners LLP | 2,235,113 | $1,256 萬 | 1.50% | −293,604−11.6% | 減碼 |
| Plustick Management LLC | 2,210,000 | $1,242 萬 | 9.05% | +25,000+1.1% | 加碼 |
| UBS Group AG | 2,186,286 | $1,229 萬 | 0.00% | +1,018,875+87.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,146,400 | $1,206 萬 | 0.03% | +462,527+27.5% | 加碼 |
| Morgan Stanley | 2,129,911 | $1,197 萬 | 0.00% | −346,320−14.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,869,386 | $1,051 萬 | 0.00% | +70,955+3.9% | 加碼 |
| Northern Trust Corp | 1,787,595 | $1,005 萬 | 0.00% | −6,105−0.3% | 減碼 |
| Toroso Investments, LLC | 1,685,378 | $947.2 萬 | 0.08% | −12,472−0.7% | 減碼 |
| JPMorgan Chase & Co | 1,670,362 | $938.7 萬 | 0.00% | +1,447,979+651.1% | 加碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $916.9 萬 | 24.20% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 1,543,210 | $867.3 萬 | 0.15% | +1,543,210 | 新進 |
| Citadel Advisors LLC | 1,509,128 | $848.1 萬 | 0.01% | +695,925+85.6% | 加碼 |
| Marshall Wace, LLP | 1,194,967 | $671.6 萬 | 0.01% | −106,398−8.2% | 減碼 |
| Voya Investment Management LLC | 1,068,186 | $600.3 萬 | 0.01% | −843,340−44.1% | 減碼 |
| Arete Wealth Advisors, LLC | 1,065,432 | $598.8 萬 | 0.46% | +574,485+117.0% | 加碼 |
| Exchange Traded Concepts, LLC | 1,042,035 | $585.6 萬 | 0.10% | +39,945+4.0% | 加碼 |
| American Century Companies Inc | 1,001,130 | $562.6 萬 | 0.00% | −679,947−40.4% | 減碼 |
| Vident Advisory, LLC | 973,245 | $547.0 萬 | 0.08% | +30,599+3.2% | 加碼 |
| Boothbay Fund Management, LLC | 908,037 | $510.3 萬 | 0.18% | +4,067+0.4% | 加碼 |
| Quantbot Technologies LP | 877,888 | $493.4 萬 | 0.16% | +581,154+195.9% | 加碼 |
| Susquehanna International Group, LLP | 756,299 | $425.0 萬 | 0.01% | +277,426+57.9% | 加碼 |
| Bank of America Corp | 710,938 | $399.5 萬 | 0.00% | −850,023−54.5% | 減碼 |
| National Asset Management, Inc. | 622,839 | $350.0 萬 | 0.11% | +301,233+93.7% | 加碼 |
| SEI Investments Co | 605,611 | $340.4 萬 | 0.00% | +80,893+15.4% | 加碼 |
| Hunter Associates Investment Management LLC | 535,921 | $301.9 萬 | 0.47% | +73,718+15.9% | 加碼 |
| Bank of New York Mellon Corp | 525,566 | $295.4 萬 | 0.00% | +45,040+9.4% | 加碼 |
| Millennium Management LLC | 520,158 | $292.3 萬 | 0.00% | −5,092,834−90.7% | 減碼 |
| Acuitas Investments, LLC | 469,500 | $263.9 萬 | 2.25% | +469,500 | 新進 |
| Nuveen, LLC | 441,385 | $248.1 萬 | 0.00% | +441,385 | 新進 |
| Thor Investment Management Inc | 426,475 | $239.7 萬 | 1.76% | +29,058+7.3% | 加碼 |
| Royce & Associates LP | 426,280 | $239.6 萬 | 0.03% | −158,950−27.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 420,925 | $236.6 萬 | 0.08% | +220,925+110.5% | 加碼 |
| Brevan Howard Capital Management LP | 344,352 | $193.5 萬 | 0.05% | +217,395+171.2% | 加碼 |
| Aristeia Capital LLC | 333,300 | $187.3 萬 | 0.06% | 00.0% | 不變 |
| Swiss National Bank | 327,400 | $184.0 萬 | 0.00% | −11,400−3.4% | 減碼 |
| Nokomis Capital, L.L.C. | 324,110 | $182.1 萬 | 0.79% | −170,372−34.5% | 減碼 |
| LPL Financial LLC | 299,779 | $168.5 萬 | 0.00% | +118,877+65.7% | 加碼 |
| Verition Fund Management LLC | 296,164 | $166.4 萬 | 0.01% | +296,164 | 新進 |
| Rhumbline Advisers | 279,191 | $156.9 萬 | 0.00% | +20,299+7.8% | 加碼 |
| Barclays PLC | 266,397 | $149.7 萬 | 0.00% | −89,606−25.2% | 減碼 |
| Simplex Trading, LLC | 257,587 | $144.7 萬 | 0.05% | +257,587 | 新進 |
| Register Financial Advisors LLC | 254,200 | $142.9 萬 | 0.74% | +52,700+26.2% | 加碼 |
| Harvey Partners, LLC | 250,000 | $140.5 萬 | 0.17% | 00.0% | 不變 |
| Honeycomb Asset Management LP | 250,000 | $140.5 萬 | 0.67% | +250,000 | 新進 |
| IMC-Chicago, LLC | 235,966 | $132.6 萬 | 0.05% | −22,908−8.8% | 減碼 |
| Kestra Advisory Services, LLC | 217,412 | $122.2 萬 | 0.01% | −7,348−3.3% | 減碼 |
| Alliancebernstein L.P. | 198,446 | $111.5 萬 | 0.00% | +8,098+4.3% | 加碼 |
| Invesco Ltd. | 192,789 | $108.3 萬 | 0.00% | +83,333+76.1% | 加碼 |
| National Bank of Canada | 192,400 | $108.1 萬 | 0.00% | +91,800+91.3% | 加碼 |
| Citigroup Inc | 185,619 | $104.3 萬 | 0.00% | −9,503−4.9% | 減碼 |
| UBS Asset Management Americas Inc | 179,984 | $101.2 萬 | 0.00% | −163,276−47.6% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 175,155 | $98.4 萬 | 1.50% | +175,155 | 新進 |
| Commonwealth Equity Services, LLC | 170,503 | $95.8 萬 | 0.00% | +64,233+60.4% | 加碼 |
| Legal & General Group Plc | 166,271 | $93.4 萬 | 0.00% | −1,389−0.8% | 減碼 |
| California State Teachers Retirement System | 162,561 | $91.4 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 160,243 | $90.1 萬 | 0.00% | −507,354−76.0% | 減碼 |
| Virtu Financial LLC | 152,801 | $85.9 萬 | 0.05% | +152,801 | 新進 |
| Jane Street Group, LLC | 150,617 | $84.6 萬 | 0.00% | −371,795−71.2% | 減碼 |
| State of Wisconsin Investment Board | 150,491 | $84.6 萬 | 0.00% | +19,139+14.6% | 加碼 |
| Group One Trading, L.P. | 148,593 | $83.5 萬 | 0.03% | −691,926−82.3% | 減碼 |
| Scientech Research LLC | 143,453 | $80.6 萬 | 0.21% | +143,453 | 新進 |
| Raymond James Financial Inc | 141,230 | $79.4 萬 | 0.00% | +141,230 | 新進 |
| Caption Management, LLC | 135,600 | $76.2 萬 | 0.03% | +43,959+48.0% | 加碼 |
| Wells Fargo & Company | 134,632 | $75.7 萬 | 0.00% | +14,669+12.2% | 加碼 |
| Price T Rowe Associates Inc | 126,170 | $71.0 萬 | 0.00% | +49,920+65.5% | 加碼 |
| Russell Investments Group, Ltd. | 122,570 | $68.9 萬 | 0.00% | +27,782+29.3% | 加碼 |
| Intech Investment Management LLC | 119,966 | $67.4 萬 | 0.01% | +63,354+111.9% | 加碼 |
| HAP Trading, LLC | 115,853 | $65.1 萬 | 0.23% | +76,924+197.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,486 | $64.3 萬 | 0.00% | +44,595+63.8% | 加碼 |
| MetLife Investment Management | 114,370 | $64.3 萬 | 0.00% | −1,734−1.5% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 111,000 | $62.4 萬 | 0.23% | −3,000−2.6% | 減碼 |
| Bulltick Wealth Management, LLC | 107,900 | $60.6 萬 | 0.16% | +18,775+21.1% | 加碼 |
| Lighthouse Investment Partners, LLC | 100,000 | $56.2 萬 | 0.03% | +100,000 | 新進 |
| Manufacturers Life Insurance Company, The | 97,823 | $55.0 萬 | 0.00% | +31,474+47.4% | 加碼 |
| Corebridge Financial, Inc. | 97,224 | $54.6 萬 | 0.00% | +1,899+2.0% | 加碼 |
| Blair William & Co | 96,910 | $54.5 萬 | 0.00% | +14,650+17.8% | 加碼 |
| Prelude Capital Management, LLC | 95,679 | $53.8 萬 | 0.05% | +95,679 | 新進 |
| Wealth Management Associates, Inc. | 95,660 | $53.8 萬 | 0.23% | +19,450+25.5% | 加碼 |
| Wolverine Trading, LLC | 90,300 | $51.7 萬 | 0.02% | −24,560−21.4% | 減碼 |
| Needham Investment Management LLC | 85,000 | $47.8 萬 | 0.04% | +85,000 | 新進 |
| Walleye Capital LLC | 83,869 | $47.1 萬 | 0.01% | +81,471+3,397.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 80,847 | $45.4 萬 | 0.05% | +4,107+5.4% | 加碼 |
| Janus Henderson Group PLC | 78,700 | $45.0 萬 | 0.00% | 00.0% | 不變 |
| Penn Capital Management Co Inc | 78,104 | $43.9 萬 | 0.04% | +78,104 | 新進 |
| CastleKnight Management LP | 77,600 | $43.6 萬 | 0.05% | −10,000−11.4% | 減碼 |
| Captrust Financial Advisors | 74,950 | $42.1 萬 | 0.00% | +44,153+143.4% | 加碼 |
| Private Advisor Group, LLC | 71,690 | $40.3 萬 | 0.00% | +13,635+23.5% | 加碼 |