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 3 季 13F 持有人
Applied Digital Corp. 在 2025/9/30 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
- 369
- 較 2025 年第 2 季 +91 家
- 持有股數
- 1.78 億
- 較 2025 年第 2 季 +3,421 萬 (+23.7%)
- 總市值
- $40.9 億
- 較 2025 年第 2 季 +$26.4 億 (+181.7%)
- 新進機構
- 127
- 另有 119 家加碼
- 清倉機構
- 36
- 另有 82 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 21,046,654 | $4.83 億 | 5.70% | −812,377−3.7% | 減碼 |
| BlackRock, Inc. | 18,509,611 | $4.25 億 | 0.01% | +3,762,543+25.5% | 加碼 |
| Vanguard Group Inc | 17,722,174 | $4.07 億 | 0.01% | +3,339,062+23.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 10,905,830 | $2.50 億 | 0.20% | +10,905,830 | 新進 |
| NVIDIA Corp | 7,716,050 | $1.77 億 | 4.61% | 00.0% | 不變 |
| Jane Street Group, LLC | 7,198,999 | $1.65 億 | 0.19% | +7,198,999 | 新進 |
| Situational Awareness LP | 6,064,155 | $1.39 億 | 6.20% | −527,645−8.0% | 減碼 |
| Geode Capital Management, LLC | 5,981,592 | $1.37 億 | 0.01% | +973,845+19.4% | 加碼 |
| State Street Corp | 4,848,822 | $1.11 億 | 0.00% | +732,889+17.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,685,538 | $1.07 億 | 0.08% | −534,027−10.2% | 減碼 |
| Price T Rowe Associates Inc | 4,103,972 | $9,415 萬 | 0.01% | +3,976,151+3,110.7% | 加碼 |
| Citadel Advisors LLC | 3,971,115 | $9,110 萬 | 0.07% | +605,889+18.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,199,135 | $7,339 萬 | 0.12% | +537,839+20.2% | 加碼 |
| Renaissance Technologies LLC | 3,178,300 | $7,291 萬 | 0.10% | +1,600,300+101.4% | 加碼 |
| Two Sigma Investments, LP | 3,031,154 | $6,953 萬 | 0.11% | +3,031,154 | 新進 |
| Morgan Stanley | 2,585,357 | $5,931 萬 | 0.00% | −1,339,122−34.1% | 減碼 |
| UBS Group AG | 2,122,830 | $4,870 萬 | 0.01% | +1,850,705+680.1% | 加碼 |
| Charles Schwab Investment Management Inc | 2,100,308 | $4,818 萬 | 0.01% | +234,555+12.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,055,489 | $4,715 萬 | 0.03% | +2,055,489 | 新進 |
| Northern Trust Corp | 1,989,477 | $4,564 萬 | 0.01% | +328,352+19.8% | 加碼 |
| Wells Fargo & Company | 1,811,950 | $4,157 萬 | 0.01% | +1,634,199+919.4% | 加碼 |
| Marshall Wace, LLP | 1,681,848 | $3,858 萬 | 0.04% | +1,027,655+157.1% | 加碼 |
| Plustick Management LLC | 1,640,000 | $3,762 萬 | 15.78% | −550,000−25.1% | 減碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $3,743 萬 | 95.23% | 00.0% | 不變 |
| HRT Financial LP | 1,623,112 | $3,723 萬 | 0.14% | +157,412+10.7% | 加碼 |
| Goldman Sachs Group Inc | 1,498,991 | $3,439 萬 | 0.00% | −2,816,695−65.3% | 減碼 |
| Bank of America Corp | 1,490,650 | $3,420 萬 | 0.00% | +1,166,903+360.4% | 加碼 |
| Voya Investment Management LLC | 1,464,909 | $3,361 萬 | 0.03% | +1,173,929+403.4% | 加碼 |
| Van Eck Associates Corp | 1,415,462 | $3,247 萬 | 0.03% | −2,402,482−62.9% | 減碼 |
| Driehaus Capital Management LLC | 1,397,421 | $3,206 萬 | 0.23% | +349,672+33.4% | 加碼 |
| Oasis Management Co Ltd. | 1,032,817 | $2,369 萬 | 4.09% | 00.0% | 不變 |
| JPMorgan Chase & Co | 965,132 | $2,214 萬 | 0.00% | −374,320−27.9% | 減碼 |
| Exchange Traded Concepts, LLC | 955,629 | $2,192 萬 | 0.21% | +225,074+30.8% | 加碼 |
| Boothbay Fund Management, LLC | 906,203 | $2,079 萬 | 0.54% | +1,225+0.1% | 加碼 |
| Clear Street Group Inc. | 867,597 | $1,990 萬 | 0.10% | +867,597 | 新進 |
| Vident Advisory, LLC | 760,604 | $1,745 萬 | 0.17% | −201,230−20.9% | 減碼 |
| Voloridge Investment Management, LLC | 754,155 | $1,730 萬 | 0.06% | −2,512,009−76.9% | 減碼 |
| SEI Investments Co | 677,106 | $1,553 萬 | 0.02% | +52,816+8.5% | 加碼 |
| Bank of New York Mellon Corp | 617,902 | $1,417 萬 | 0.00% | +90,572+17.2% | 加碼 |
| Next Century Growth Investors LLC | 610,193 | $1,400 萬 | 1.02% | +610,193 | 新進 |
| Nomura Holdings Inc | 591,266 | $1,356 萬 | 0.06% | +208,122+54.3% | 加碼 |
| Clearfield Capital Management LP | 549,479 | $1,261 萬 | 7.54% | −19,700−3.5% | 減碼 |
| Nuveen, LLC | 517,195 | $1,186 萬 | 0.00% | +286,886+124.6% | 加碼 |
| Wellington Management Group LLP | 507,517 | $1,164 萬 | 0.00% | +507,517 | 新進 |
| Hunter Associates Investment Management LLC | 502,820 | $1,154 萬 | 1.60% | −86,273−14.6% | 減碼 |
| UBS Asset Management Americas Inc | 463,363 | $1,063 萬 | 0.00% | +278,400+150.5% | 加碼 |
| LPL Financial LLC | 461,637 | $1,059 萬 | 0.00% | +15,226+3.4% | 加碼 |
| Royal Bank of Canada | 456,923 | $1,048 萬 | 0.00% | +126,799+38.4% | 加碼 |
| First Trust Advisors LP | 440,172 | $1,010 萬 | 0.01% | +440,172 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 433,973 | $995.5 萬 | 0.24% | −125,344−22.4% | 減碼 |
| Headlands Technologies LLC | 425,532 | $976.2 萬 | 0.78% | +47,081+12.4% | 加碼 |
| Thor Investment Management Inc | 422,866 | $970.1 萬 | 5.84% | −26,972−6.0% | 減碼 |
| Lord, Abbett & Co. LLC | 398,455 | $914.1 萬 | 0.03% | +398,455 | 新進 |
| Swiss National Bank | 391,300 | $897.6 萬 | 0.01% | +47,800+13.9% | 加碼 |
| Barclays PLC | 384,262 | $881.5 萬 | 0.00% | +11,220+3.0% | 加碼 |
| Millennium Management LLC | 370,461 | $849.8 萬 | 0.01% | −166,350−31.0% | 減碼 |
| Stifel Financial Corp | 364,531 | $836.2 萬 | 0.01% | +66,377+22.3% | 加碼 |
| Raymond James Financial Inc | 322,317 | $739.4 萬 | 0.00% | +133,522+70.7% | 加碼 |
| Aristeia Capital LLC | 320,169 | $734.5 萬 | 0.23% | −13,131−3.9% | 減碼 |
| Group One Trading, L.P. | 318,688 | $731.1 萬 | 0.22% | −10,179−3.1% | 減碼 |
| Tudor Investment Corp Et Al | 312,011 | $715.8 萬 | 0.05% | −629,997−66.9% | 減碼 |
| Rhumbline Advisers | 310,265 | $711.7 萬 | 0.01% | +40,230+14.9% | 加碼 |
| SG Americas Securities, LLC | 281,871 | $646.6 萬 | 0.02% | +227,528+418.7% | 加碼 |
| Deutsche Bank AG | 278,033 | $637.8 萬 | 0.00% | +151,372+119.5% | 加碼 |
| Arete Wealth Advisors, LLC | 274,725 | $630.2 萬 | 0.39% | −134,149−32.8% | 減碼 |
| EAM Investors, LLC | 276,056 | $623.1 萬 | 0.71% | −14,020−4.8% | 減碼 |
| Squarepoint Ops LLC | 253,583 | $581.7 萬 | 0.01% | +242,163+2,120.5% | 加碼 |
| National Bank of Canada | 253,200 | $580.8 萬 | 0.01% | +224,800+791.5% | 加碼 |
| Harvey Partners, LLC | 250,000 | $573.5 萬 | 0.52% | 00.0% | 不變 |
| Simplex Trading, LLC | 242,800 | $556.9 萬 | 0.12% | −101,661−29.5% | 減碼 |
| Alliancebernstein L.P. | 218,398 | $501.0 萬 | 0.00% | +20,061+10.1% | 加碼 |
| Legal & General Group Plc | 217,205 | $498.3 萬 | 0.00% | +23,111+11.9% | 加碼 |
| Nicholas Investment Partners, LP | 208,919 | $479.3 萬 | 0.37% | +208,919 | 新進 |
| Kestra Advisory Services, LLC | 199,024 | $456.6 萬 | 0.02% | −26,388−11.7% | 減碼 |
| Ghisallo Capital Management LLC | 197,000 | $451.9 萬 | 0.15% | 00.0% | 不變 |
| California State Teachers Retirement System | 191,072 | $438.3 萬 | 0.00% | +31,519+19.8% | 加碼 |
| Tactive Advisors, LLC | 182,387 | $418.4 萬 | 1.18% | +14,086+8.4% | 加碼 |
| FMR LLC | 178,443 | $409.3 萬 | 0.00% | +162,400+1,012.3% | 加碼 |
| National Asset Management, Inc. | 170,661 | $391.5 萬 | 0.19% | −34,137−16.7% | 減碼 |
| Caption Management, LLC | 170,300 | $390.7 萬 | 0.23% | +35,500+26.3% | 加碼 |
| Walleye Capital LLC | 168,273 | $386.0 萬 | 0.03% | +158,956+1,706.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 164,191 | $376.7 萬 | 0.00% | +19,198+13.2% | 加碼 |
| Invesco Ltd. | 163,299 | $374.6 萬 | 0.00% | −56,459−25.7% | 減碼 |
| Gillson Capital LP | 160,600 | $368.4 萬 | 0.32% | +160,600 | 新進 |
| Federated Hermes, Inc. | 139,671 | $320.4 萬 | 0.01% | +139,671 | 新進 |
| Virtu Financial LLC | 139,021 | $318.9 萬 | 0.18% | +139,021 | 新進 |
| Victory Capital Management Inc | 137,576 | $315.6 萬 | 0.00% | +118,425+618.4% | 加碼 |
| Algert Global LLC | 137,210 | $314.8 萬 | 0.05% | +137,210 | 新進 |
| Agp Franklin, LLC | 136,848 | $313.9 萬 | 1.53% | +136,848 | 新進 |
| State of New Jersey Common Pension Fund D | 134,880 | $309.4 萬 | 0.01% | +134,880 | 新進 |
| Neuberger Berman Group LLC | 131,599 | $301.9 萬 | 0.00% | −82,771−38.6% | 減碼 |
| Azora Capital LP | 130,777 | $300.0 萬 | 0.14% | +130,777 | 新進 |
| Two Sigma Advisers, LP | 129,398 | $296.8 萬 | 0.01% | +129,398 | 新進 |
| Cetera Investment Advisers | 128,111 | $293.9 萬 | 0.00% | +66,455+107.8% | 加碼 |
| Vennlight Capital Management, LP | 125,000 | $286.8 萬 | 3.73% | +125,000 | 新進 |
| MetLife Investment Management | 124,991 | $286.7 萬 | 0.01% | +124,991 | 新進 |
| New York State Common Retirement Fund | 122,960 | $282.1 萬 | 0.00% | +73,341+147.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 121,013 | $277.6 萬 | 0.00% | +25,098+26.2% | 加碼 |
| Uniting Wealth Partners, LLC | 110,133 | $252.6 萬 | 0.60% | +14,533+15.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 105,782 | $242.7 萬 | 0.03% | +91,932+663.8% | 加碼 |