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。
2025 年第 2 季 13F 持有人
Applied Digital Corp. 在 2025/6/30 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
- 282
- 較 2025 年第 1 季 +31 家
- 持有股數
- 1.44 億
- 較 2025 年第 1 季 −199.1 萬 (−1.4%)
- 總市值
- $14.5 億
- 較 2025 年第 1 季 +$6.31 億 (+76.8%)
- 新進機構
- 88
- 另有 85 家加碼
- 清倉機構
- 57
- 另有 80 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 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 | 21,859,031 | $2.20 億 | 3.07% | +592,314+2.8% | 加碼 |
| BlackRock, Inc. | 14,747,068 | $1.49 億 | 0.00% | −1,388,916−8.6% | 減碼 |
| Vanguard Group Inc | 14,383,112 | $1.45 億 | 0.00% | +892,099+6.6% | 加碼 |
| NVIDIA Corp | 7,716,050 | $7,770 萬 | 1.79% | 00.0% | 不變 |
| Situational Awareness LP | 6,591,800 | $6,638 萬 | 6.04% | +2,556,200+63.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,219,565 | $5,256 萬 | 0.04% | +5,198,223+24,356.8% | 加碼 |
| Geode Capital Management, LLC | 5,007,747 | $5,043 萬 | 0.00% | −331,694−6.2% | 減碼 |
| Goldman Sachs Group Inc | 4,315,686 | $4,346 萬 | 0.01% | +2,039,459+89.6% | 加碼 |
| State Street Corp | 4,115,933 | $4,145 萬 | 0.00% | −45,057−1.1% | 減碼 |
| Morgan Stanley | 3,924,479 | $3,952 萬 | 0.00% | +1,794,568+84.3% | 加碼 |
| Van Eck Associates Corp | 3,817,944 | $3,845 萬 | 0.04% | −304,760−7.4% | 減碼 |
| Citadel Advisors LLC | 3,365,226 | $3,389 萬 | 0.03% | +1,856,098+123.0% | 加碼 |
| Voloridge Investment Management, LLC | 3,266,164 | $3,289 萬 | 0.12% | +3,266,164 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,661,296 | $2,680 萬 | 0.05% | +514,896+24.0% | 加碼 |
| Susquehanna International Group, LLP | 2,509,536 | $2,527 萬 | 0.04% | +1,753,237+231.8% | 加碼 |
| Plustick Management LLC | 2,190,000 | $2,205 萬 | 13.08% | −20,000−0.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,865,753 | $1,879 萬 | 0.00% | −3,633−0.2% | 減碼 |
| Northern Trust Corp | 1,661,125 | $1,673 萬 | 0.00% | −126,470−7.1% | 減碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $1,643 萬 | 67.44% | 00.0% | 不變 |
| Renaissance Technologies LLC | 1,578,000 | $1,589 萬 | 0.02% | +1,578,000 | 新進 |
| HRT Financial LP | 1,465,700 | $1,476 萬 | 0.06% | +1,465,700 | 新進 |
| JPMorgan Chase & Co | 1,339,452 | $1,349 萬 | 0.00% | −330,910−19.8% | 減碼 |
| Driehaus Capital Management LLC | 1,047,749 | $1,055 萬 | 0.08% | +1,047,749 | 新進 |
| Oasis Management Co Ltd. | 1,032,817 | $1,040 萬 | 2.44% | −7,700,000−88.2% | 減碼 |
| Vident Advisory, LLC | 961,834 | $968.6 萬 | 0.11% | −11,411−1.2% | 減碼 |
| Tudor Investment Corp Et Al | 942,008 | $948.6 萬 | 0.07% | +942,008 | 新進 |
| Boothbay Fund Management, LLC | 904,978 | $911.3 萬 | 0.28% | −3,059−0.3% | 減碼 |
| Shellback Capital, LP | 900,000 | $906.3 萬 | 0.60% | +900,000 | 新進 |
| Exchange Traded Concepts, LLC | 730,555 | $735.7 萬 | 0.09% | −311,480−29.9% | 減碼 |
| IMC-Chicago, LLC | 677,075 | $681.8 萬 | 0.17% | +441,109+186.9% | 加碼 |
| Verition Fund Management LLC | 656,600 | $661.2 萬 | 0.04% | +360,436+121.7% | 加碼 |
| Marshall Wace, LLP | 654,193 | $658.8 萬 | 0.01% | −540,774−45.3% | 減碼 |
| SEI Investments Co | 624,290 | $628.7 萬 | 0.01% | +18,679+3.1% | 加碼 |
| Hunter Associates Investment Management LLC | 589,093 | $593.3 萬 | 0.88% | +53,172+9.9% | 加碼 |
| Clearfield Capital Management LP | 569,179 | $573.2 萬 | 4.41% | −3,607,000−86.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 559,317 | $563.2 萬 | 0.14% | +559,317 | 新進 |
| FORA Capital, LLC | 546,608 | $550.4 萬 | 0.61% | +546,608 | 新進 |
| Millennium Management LLC | 536,811 | $540.6 萬 | 0.00% | +16,653+3.2% | 加碼 |
| Bank of New York Mellon Corp | 527,330 | $531.0 萬 | 0.00% | +1,764+0.3% | 加碼 |
| Two Seas Capital LP | 500,000 | $503.5 萬 | 0.49% | +500,000 | 新進 |
| Ardmore Road Asset Management LP | 453,365 | $456.5 萬 | 0.38% | +453,365 | 新進 |
| Thor Investment Management Inc | 449,838 | $453.0 萬 | 3.08% | +23,363+5.5% | 加碼 |
| LPL Financial LLC | 446,411 | $449.5 萬 | 0.00% | +146,632+48.9% | 加碼 |
| Arete Wealth Advisors, LLC | 408,874 | $409.0 萬 | 0.29% | −656,558−61.6% | 減碼 |
| Nomura Holdings Inc | 383,144 | $385.8 萬 | 0.03% | −2,118,426−84.7% | 減碼 |
| Headlands Technologies LLC | 378,451 | $381.1 萬 | 0.46% | +334,841+767.8% | 加碼 |
| Barclays PLC | 373,042 | $375.7 萬 | 0.00% | +106,645+40.0% | 加碼 |
| Simplex Trading, LLC | 344,461 | $346.8 萬 | 0.09% | +86,874+33.7% | 加碼 |
| Swiss National Bank | 343,500 | $345.9 萬 | 0.00% | +16,100+4.9% | 加碼 |
| Brevan Howard Capital Management LP | 339,759 | $342.1 萬 | 0.04% | −4,593−1.3% | 減碼 |
| Aristeia Capital LLC | 333,300 | $335.6 萬 | 0.09% | 00.0% | 不變 |
| Royal Bank of Canada | 330,124 | $332.4 萬 | 0.00% | +313,252+1,856.6% | 加碼 |
| Group One Trading, L.P. | 328,867 | $331.2 萬 | 0.11% | +180,274+121.3% | 加碼 |
| Bank of America Corp | 323,747 | $326.0 萬 | 0.00% | −387,191−54.5% | 減碼 |
| Lazard Asset Management LLC | 306,922 | $309.0 萬 | 0.00% | +306,692+133,344.3% | 加碼 |
| Stifel Financial Corp | 298,154 | $300.2 萬 | 0.00% | +298,154 | 新進 |
| Voya Investment Management LLC | 290,980 | $293.0 萬 | 0.00% | −777,206−72.8% | 減碼 |
| EAM Investors, LLC | 290,076 | $292.1 萬 | 0.44% | +290,076 | 新進 |
| ExodusPoint Capital Management, LP | 281,435 | $283.4 萬 | 0.03% | +281,435 | 新進 |
| UBS Group AG | 272,125 | $274.0 萬 | 0.00% | −1,914,161−87.6% | 減碼 |
| Rhumbline Advisers | 270,035 | $271.9 萬 | 0.00% | −9,156−3.3% | 減碼 |
| Harvey Partners, LLC | 250,000 | $251.8 萬 | 0.25% | 00.0% | 不變 |
| Nuveen, LLC | 230,309 | $231.9 萬 | 0.00% | −211,076−47.8% | 減碼 |
| Kestra Advisory Services, LLC | 225,412 | $227.0 萬 | 0.01% | +8,000+3.7% | 加碼 |
| Invesco Ltd. | 219,758 | $221.3 萬 | 0.00% | +26,969+14.0% | 加碼 |
| Neuberger Berman Group LLC | 214,370 | $215.9 萬 | 0.00% | +214,370 | 新進 |
| XTX Topco Ltd | 209,411 | $210.9 萬 | 0.09% | +209,411 | 新進 |
| Parallax Volatility Advisers, L.P. | 205,000 | $206.4 萬 | 0.08% | −215,925−51.3% | 減碼 |
| National Asset Management, Inc. | 204,798 | $206.2 萬 | 0.10% | −418,041−67.1% | 減碼 |
| Alliancebernstein L.P. | 198,337 | $199.7 萬 | 0.00% | −109−0.1% | 減碼 |
| Ghisallo Capital Management LLC | 197,000 | $198.4 萬 | 0.05% | +197,000 | 新進 |
| Legal & General Group Plc | 194,094 | $195.5 萬 | 0.00% | +27,823+16.7% | 加碼 |
| Raymond James Financial Inc | 188,795 | $190.1 萬 | 0.00% | +47,565+33.7% | 加碼 |
| UBS Asset Management Americas Inc | 184,963 | $186.3 萬 | 0.00% | +4,979+2.8% | 加碼 |
| Bulltick Wealth Management, LLC | 184,900 | $186.2 萬 | 0.46% | +77,000+71.4% | 加碼 |
| Private Advisor Group, LLC | 178,762 | $180.0 萬 | 0.01% | +107,072+149.4% | 加碼 |
| Wells Fargo & Company | 177,751 | $179.0 萬 | 0.00% | +43,119+32.0% | 加碼 |
| Lisanti Capital Growth, LLC | 172,365 | $173.6 萬 | 0.48% | +172,365 | 新進 |
| Tactive Advisors, LLC | 168,301 | $169.5 萬 | 0.55% | +168,301 | 新進 |
| Commonwealth Equity Services, LLC | 167,888 | $169.1 萬 | 0.00% | −2,615−1.5% | 減碼 |
| Jump Financial, LLC | 160,587 | $161.7 萬 | 0.02% | +160,587 | 新進 |
| California State Teachers Retirement System | 159,553 | $160.7 萬 | 0.00% | −3,008−1.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,993 | $146.0 萬 | 0.00% | +30,507+26.6% | 加碼 |
| American Century Companies Inc | 144,478 | $145.5 萬 | 0.00% | −856,652−85.6% | 減碼 |
| Blair William & Co | 138,163 | $139.1 萬 | 0.00% | +41,253+42.6% | 加碼 |
| Caption Management, LLC | 134,800 | $135.7 萬 | 0.12% | −800−0.6% | 減碼 |
| Price T Rowe Associates Inc | 127,821 | $128.8 萬 | 0.00% | +1,651+1.3% | 加碼 |
| Deutsche Bank AG | 126,661 | $127.5 萬 | 0.00% | −33,582−21.0% | 減碼 |
| Citigroup Inc | 118,171 | $119.0 萬 | 0.00% | −67,448−36.3% | 減碼 |
| Advisory Services Network, LLC | 88,769 | $116.6 萬 | 0.02% | +88,769 | 新進 |
| Register Financial Advisors LLC | 111,000 | $111.8 萬 | 0.49% | −143,200−56.3% | 減碼 |
| Shay Capital LLC | 99,500 | $100.2 萬 | 0.23% | +53,900+118.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 95,915 | $96.6 萬 | 0.00% | −1,908−2.0% | 減碼 |
| Uniting Wealth Partners, LLC | 95,600 | $96.3 萬 | 0.37% | +95,600 | 新進 |
| Wealth Management Associates, Inc. | 94,560 | $95.2 萬 | 0.37% | −1,100−1.1% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 90,000 | $90.6 萬 | 0.30% | −21,000−18.9% | 減碼 |
| Janus Henderson Group PLC | 78,700 | $79.3 萬 | 0.00% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 78,383 | $78.9 萬 | 0.08% | +28,177+56.1% | 加碼 |
| Intech Investment Management LLC | 75,367 | $75.9 萬 | 0.01% | −44,599−37.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 70,580 | $71.1 萬 | 0.00% | +30,825+77.5% | 加碼 |