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。
2026 年第 1 季 13F 持有人
Applied Digital Corp. 在 2026/3/31 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
- 459
- 較 2025 年第 4 季 +30 家
- 持有股數
- 2.11 億
- 較 2025 年第 4 季 +5,722 萬 (+37.1%)
- 總市值
- $50.1 億
- 較 2025 年第 4 季 +$12.3 億 (+32.6%)
- 新進機構
- 97
- 另有 173 家加碼
- 清倉機構
- 67
- 另有 129 家減碼
另有 9 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 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 | 23,075,612 | $5.48 億 | 5.50% | +1,038,181+4.7% | 加碼 |
| BlackRock, Inc. | 20,896,101 | $4.96 億 | 0.01% | +55,899+0.3% | 加碼 |
| Vanguard Portfolio Management LLC | 14,807,795 | $3.52 億 | 0.02% | +14,807,795 | 新進 |
| Situational Awareness LP | 13,478,438 | $3.20 億 | 8.30% | +2,139,378+18.9% | 加碼 |
| Situational Awareness Partners LP | 13,478,438 | $3.20 億 | 8.30% | +13,478,438 | 新進 |
| Vanguard Capital Management LLC | 10,775,681 | $2.56 億 | 0.01% | +10,775,681 | 新進 |
| Goldman Sachs Group Inc | 8,004,366 | $1.90 億 | 0.02% | +6,590,204+466.0% | 加碼 |
| Value Aligned Research Advisors, LLC | 6,668,311 | $1.58 億 | 1.87% | +1,024,761+18.2% | 加碼 |
| Geode Capital Management, LLC | 6,411,459 | $1.52 億 | 0.01% | +125,639+2.0% | 加碼 |
| Dba Trading, LLC | 5,576,235 | $1.32 億 | 65.75% | +5,576,235 | 新進 |
| State Street Corp | 5,568,528 | $1.32 億 | 0.00% | +137,884+2.5% | 加碼 |
| UBS Group AG | 4,500,887 | $1.07 億 | 0.02% | +770,847+20.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,434,056 | $8,152 萬 | 0.05% | +2,620,950+322.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,398,941 | $8,069 萬 | 0.06% | −4,807,609−58.6% | 減碼 |
| Marex Group plc | 3,385,062 | $8,036 萬 | 0.83% | −519,697−13.3% | 減碼 |
| Bank of America Corp | 3,262,512 | $7,745 萬 | 0.01% | −545,769−14.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,998,984 | $7,120 萬 | 0.10% | −1,014,963−25.3% | 減碼 |
| Morgan Stanley | 2,903,139 | $6,892 萬 | 0.00% | −657,875−18.5% | 減碼 |
| Charles Schwab Investment Management Inc | 2,162,278 | $5,133 萬 | 0.01% | −37,932−1.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,161,705 | $5,132 萬 | 0.04% | −2,047,997−48.6% | 減碼 |
| Barclays PLC | 2,128,753 | $5,054 萬 | 0.02% | +951,378+80.8% | 加碼 |
| Northern Trust Corp | 2,119,543 | $5,032 萬 | 0.01% | +60,488+2.9% | 加碼 |
| Van Eck Associates Corp | 1,818,589 | $4,317 萬 | 0.03% | +132,396+7.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,686,116 | $4,003 萬 | 0.01% | +1,686,116 | 新進 |
| Two Sigma Investments, LP | 1,592,602 | $3,781 萬 | 0.03% | +1,275,484+402.2% | 加碼 |
| JPMorgan Chase & Co | 1,731,359 | $3,557 萬 | 0.00% | +522,158+43.2% | 加碼 |
| Voya Investment Management LLC | 1,414,711 | $3,359 萬 | 0.03% | +221,368+18.6% | 加碼 |
| Jane Street Group, LLC | 1,236,337 | $2,935 萬 | 0.03% | +1,236,337 | 新進 |
| Wellington Management Group LLP | 1,228,625 | $2,917 萬 | 0.01% | +598,046+94.8% | 加碼 |
| HSBC Holdings PLC | 1,240,239 | $2,838 萬 | 0.02% | +72,460+6.2% | 加碼 |
| Lord, Abbett & Co. LLC | 1,175,642 | $2,791 萬 | 0.09% | +148,549+14.5% | 加碼 |
| Citigroup Inc | 1,145,940 | $2,720 萬 | 0.02% | +728,631+174.6% | 加碼 |
| SEI Investments Co | 1,093,701 | $2,596 萬 | 0.02% | +271,618+33.0% | 加碼 |
| Franklin Resources Inc | 1,059,833 | $2,516 萬 | 0.01% | +187,164+21.4% | 加碼 |
| Oasis Management Co Ltd. | 1,032,817 | $2,452 萬 | 2.93% | +300,000+40.9% | 加碼 |
| Toroso Investments, LLC | 924,689 | $2,195 萬 | 0.07% | +903,375+4,238.4% | 加碼 |
| Price T Rowe Associates Inc | 852,435 | $2,024 萬 | 0.00% | +391,309+84.9% | 加碼 |
| Bank of New York Mellon Corp | 799,764 | $1,899 萬 | 0.00% | −19,468−2.4% | 減碼 |
| Janus Henderson Group PLC | 785,152 | $1,864 萬 | 0.01% | +597,548+318.5% | 加碼 |
| Covalis Capital LLP | 738,143 | $1,752 萬 | 1.08% | +738,143 | 新進 |
| Jump Financial, LLC | 660,481 | $1,568 萬 | 0.23% | +70,581+12.0% | 加碼 |
| LPL Financial LLC | 656,588 | $1,559 萬 | 0.00% | +70,459+12.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 646,051 | $1,534 萬 | 0.03% | +75,964+13.3% | 加碼 |
| Plustick Management LLC | 640,000 | $1,519 萬 | 7.34% | −360,000−36.0% | 減碼 |
| Ameriprise Financial Inc | 615,051 | $1,460 萬 | 0.00% | +258,650+72.6% | 加碼 |
| Nuveen, LLC | 596,266 | $1,416 萬 | 0.00% | +47,596+8.7% | 加碼 |
| Federated Hermes, Inc. | 580,732 | $1,379 萬 | 0.02% | +186,559+47.3% | 加碼 |
| Vident Advisory, LLC | 580,718 | $1,379 萬 | 0.12% | −60,434−9.4% | 減碼 |
| Balyasny Asset Management LLC | 546,217 | $1,297 萬 | 0.03% | +546,217 | 新進 |
| Westfield Capital Management Co LP | 542,092 | $1,287 萬 | 0.05% | −492,305−47.6% | 減碼 |
| Clearfield Capital Management LP | 514,379 | $1,221 萬 | 6.70% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 502,685 | $1,193 萬 | 1.58% | +7,647+1.5% | 加碼 |
| Swiss National Bank | 498,000 | $1,182 萬 | 0.01% | +1,600+0.3% | 加碼 |
| Jefferies Financial Group Inc. | 459,504 | $1,091 萬 | 0.13% | +459,504 | 新進 |
| FMR LLC | 438,032 | $1,040 萬 | 0.00% | +101,946+30.3% | 加碼 |
| UBS Asset Management Americas Inc | 437,947 | $1,040 萬 | 0.00% | −2,228−0.5% | 減碼 |
| Next Century Growth Investors LLC | 431,900 | $1,025 萬 | 0.74% | −365,337−45.8% | 減碼 |
| Raymond James Financial Inc | 417,160 | $990.3 萬 | 0.00% | +56,512+15.7% | 加碼 |
| Thor Investment Management Inc | 404,414 | $960.1 萬 | 5.10% | −2,088−0.5% | 減碼 |
| TFR Capital, LLC. | 372,960 | $949.7 萬 | 2.91% | +301,954+425.3% | 加碼 |
| BIT Capital GmbH | 396,082 | $940.3 萬 | 0.52% | −30,038−7.0% | 減碼 |
| Algert Global LLC | 312,478 | $741.8 萬 | 0.11% | +140,338+81.5% | 加碼 |
| Nomura Holdings Inc | 308,919 | $733.4 萬 | 0.06% | +2,434+0.8% | 加碼 |
| Virtu Financial LLC | 308,553 | $732.5 萬 | 0.30% | +192,600+166.1% | 加碼 |
| Bleakley Financial Group, LLC | 307,510 | $730.0 萬 | 0.11% | +2,063+0.7% | 加碼 |
| Citadel Advisors LLC | 305,249 | $724.7 萬 | 0.01% | +288,979+1,776.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 302,055 | $717.1 萬 | 0.45% | +187,857+164.5% | 加碼 |
| California State Teachers Retirement System | 291,305 | $691.6 萬 | 0.01% | +53,208+22.3% | 加碼 |
| Rhumbline Advisers | 290,325 | $689.2 萬 | 0.01% | −7,943−2.7% | 減碼 |
| Alliancebernstein L.P. | 249,913 | $612.8 萬 | 0.00% | +284+0.1% | 加碼 |
| Voleon Capital Management LP | 255,741 | $607.1 萬 | 0.13% | +181,951+246.6% | 加碼 |
| Gillson Capital LP | 254,897 | $605.1 萬 | 0.50% | +154,097+152.9% | 加碼 |
| Spear Advisors LLC | 251,886 | $598.0 萬 | 4.45% | −41,370−14.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 246,668 | $585.6 萬 | 0.16% | +27,594+12.6% | 加碼 |
| Kennedy Capital Management, Inc. | 240,854 | $571.8 萬 | 0.12% | +5,432+2.3% | 加碼 |
| State of Wisconsin Investment Board | 238,450 | $566.1 萬 | 0.01% | +56,183+30.8% | 加碼 |
| Mariner, LLC | 237,715 | $564.4 萬 | 0.01% | +196,299+474.0% | 加碼 |
| First Trust Advisors LP | 226,952 | $538.8 萬 | 0.00% | −22,785−9.1% | 減碼 |
| Vanguard Asset Management, Ltd | 225,560 | $535.5 萬 | 0.00% | +225,560 | 新進 |
| Deutsche Bank AG | 214,421 | $509.0 萬 | 0.00% | −85,233−28.4% | 減碼 |
| Blackstone Group Inc. | 211,110 | $501.2 萬 | 0.02% | +112,432+113.9% | 加碼 |
| Squarepoint Ops LLC | 203,679 | $483.5 萬 | 0.01% | −52,908−20.6% | 減碼 |
| Neuberger Berman Group LLC | 203,052 | $482.0 萬 | 0.00% | +192,026+1,741.6% | 加碼 |
| Boothbay Fund Management, LLC | 201,563 | $478.5 萬 | 0.11% | −295,257−59.4% | 減碼 |
| Wells Fargo & Company | 200,821 | $476.8 萬 | 0.00% | −177,311−46.9% | 減碼 |
| Legal & General Group Plc | 199,607 | $473.9 萬 | 0.00% | −41,360−17.2% | 減碼 |
| Kestra Advisory Services, LLC | 189,061 | $448.8 萬 | 0.02% | −9,761−4.9% | 減碼 |
| Cetera Investment Advisers | 185,019 | $439.2 萬 | 0.00% | −17,643−8.7% | 減碼 |
| Invesco Ltd. | 180,587 | $428.7 萬 | 0.00% | +2,022+1.1% | 加碼 |
| Prudential Financial Inc | 180,057 | $427.5 萬 | 0.01% | +120,077+200.2% | 加碼 |
| Commonwealth Equity Services, LLC | 179,213 | $425.5 萬 | 0.01% | +46,315+34.9% | 加碼 |
| Arete Wealth Advisors, LLC | 174,268 | $413.7 萬 | 0.31% | −14,835−7.8% | 減碼 |
| Susquehanna International Group, LLP | 172,444 | $409.4 萬 | 0.01% | −49,848−22.4% | 減碼 |
| Findell Capital Management LLC | 170,000 | $403.6 萬 | 1.19% | +170,000 | 新進 |
| Checchi Capital Advisers, LLC | 158,073 | $375.3 萬 | 0.26% | −41,000−20.6% | 減碼 |
| Tactive Advisors, LLC | 151,517 | $359.7 萬 | 1.01% | −24,325−13.8% | 減碼 |
| Harvey Partners, LLC | 150,000 | $356.1 萬 | 0.29% | −100,000−40.0% | 減碼 |
| Cannon Capital Management, Inc. | 149,809 | $355.6 萬 | 2.89% | +1,546+1.0% | 加碼 |
| Agp Franklin, LLC | 143,922 | $341.7 萬 | 1.71% | +6,155+4.5% | 加碼 |
| Covalis (Gibraltar) Ltd | 141,088 | $334.9 萬 | 14.86% | +141,088 | 新進 |