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。
2026 年第 2 季 13F 持有人
Applied Digital Corp. 在 2026/6/30 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
- 567
- 較 2026 年第 1 季 +113 家
- 持有股數
- 2.14 億
- 較 2026 年第 1 季 +1,741 萬 (+8.8%)
- 總市值
- $78.5 億
- 較 2026 年第 1 季 +$31.8 億 (+68.0%)
- 新進機構
- 175
- 另有 162 家加碼
- 清倉機構
- 62
- 另有 165 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 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 | 22,518,887 | $8.40 億 | 6.09% | −556,725−2.4% | 減碼 |
| Vanguard Portfolio Management LLC | 13,728,812 | $5.12 億 | 0.02% | −1,078,983−7.3% | 減碼 |
| BlackRock, Inc. | 13,375,070 | $4.99 億 | 0.01% | −7,521,031−36.0% | 減碼 |
| Situational Awareness LP | 15,384,616 | $4.69 億 | 2.33% | +1,906,178+14.1% | 加碼 |
| Vanguard Capital Management LLC | 11,555,819 | $4.31 億 | 0.01% | +780,138+7.2% | 加碼 |
| Two Sigma Investments, LP | 10,299,117 | $3.84 億 | 0.29% | +8,706,515+546.7% | 加碼 |
| Equitec Proprietary Markets, LLC | 8,373,964 | $3.12 億 | 77.22% | +8,373,964 | 新進 |
| Goldman Sachs Group Inc | 6,980,959 | $2.60 億 | 0.03% | −1,023,407−12.8% | 減碼 |
| Geode Capital Management, LLC | 4,877,618 | $2.22 億 | 0.01% | −1,533,841−23.9% | 減碼 |
| Value Aligned Research Advisors, LLC | 5,546,030 | $2.07 億 | 1.24% | −1,122,281−16.8% | 減碼 |
| Oasis Management Co Ltd. | 5,007,317 | $1.87 億 | 20.15% | +3,974,500+384.8% | 加碼 |
| State Street Corp | 4,482,378 | $1.67 億 | 0.00% | −1,086,150−19.5% | 減碼 |
| Dba Trading, LLC | 5,576,235 | $1.32 億 | 66.54% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,516,146 | $1.31 億 | 0.16% | +517,162+17.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,278,874 | $1.22 億 | 0.06% | −155,182−4.5% | 減碼 |
| Norges Bank | 3,088,677 | $1.15 億 | 0.01% | +3,088,677 | 新進 |
| D. E. Shaw & Co., Inc. | 3,033,821 | $1.13 億 | 0.07% | −365,120−10.7% | 減碼 |
| Voloridge Investment Management, LLC | 3,033,280 | $1.13 億 | 0.48% | +2,949,313+3,512.5% | 加碼 |
| Morgan Stanley | 2,947,256 | $1.10 億 | 0.01% | +44,117+1.5% | 加碼 |
| UBS Group AG | 2,884,430 | $1.08 億 | 0.02% | −1,616,457−35.9% | 減碼 |
| Bank of America Corp | 2,615,865 | $9,757 萬 | 0.01% | −646,647−19.8% | 減碼 |
| HRT Financial LP | 2,067,003 | $7,710 萬 | 0.14% | +2,028,648+5,289.1% | 加碼 |
| Ameriprise Financial Inc | 2,058,415 | $7,678 萬 | 0.02% | +1,443,364+234.7% | 加碼 |
| Barclays PLC | 1,842,002 | $6,871 萬 | 0.02% | −286,751−13.5% | 減碼 |
| Squarepoint Ops LLC | 1,795,876 | $6,699 萬 | 0.13% | +1,592,197+781.7% | 加碼 |
| Price T Rowe Associates Inc | 1,792,699 | $6,687 萬 | 0.01% | +940,264+110.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,683,299 | $6,279 萬 | 0.01% | −478,979−22.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,613,276 | $6,018 萬 | 0.01% | −72,840−4.3% | 減碼 |
| Van Eck Associates Corp | 1,422,868 | $5,307 萬 | 0.03% | −395,721−21.8% | 減碼 |
| Northern Trust Corp | 1,381,815 | $5,154 萬 | 0.01% | −737,728−34.8% | 減碼 |
| Citadel Advisors LLC | 1,372,681 | $5,120 萬 | 0.03% | +1,067,432+349.7% | 加碼 |
| Balyasny Asset Management LLC | 1,336,486 | $4,985 萬 | 0.09% | +790,269+144.7% | 加碼 |
| Voya Investment Management LLC | 1,263,520 | $4,713 萬 | 0.04% | −151,191−10.7% | 減碼 |
| Jane Street Group, LLC | 1,242,028 | $4,633 萬 | 0.03% | +5,691+0.5% | 加碼 |
| SEI Investments Co | 1,238,933 | $4,621 萬 | 0.04% | +145,232+13.3% | 加碼 |
| Toroso Investments, LLC | 1,154,417 | $4,306 萬 | 0.10% | +229,728+24.8% | 加碼 |
| Millennium Management LLC | 1,065,869 | $3,976 萬 | 0.03% | +979,631+1,136.0% | 加碼 |
| Westfield Capital Management Co LP | 1,039,641 | $3,878 萬 | 0.13% | +497,549+91.8% | 加碼 |
| Lord, Abbett & Co. LLC | 1,015,055 | $3,786 萬 | 0.11% | −160,587−13.7% | 減碼 |
| Wellington Management Group LLP | 1,014,085 | $3,783 萬 | 0.01% | −214,540−17.5% | 減碼 |
| Bank of Montreal | 955,291 | $3,563 萬 | 0.01% | +918,627+2,505.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 885,000 | $3,301 萬 | 0.14% | +885,000 | 新進 |
| Susquehanna International Group, LLP | 836,833 | $3,121 萬 | 0.03% | +664,389+385.3% | 加碼 |
| Point72 Asset Management, L.P. | 789,009 | $2,943 萬 | 0.04% | +789,009 | 新進 |
| LPL Financial LLC | 774,706 | $2,890 萬 | 0.01% | +118,118+18.0% | 加碼 |
| Bank of New York Mellon Corp | 746,042 | $2,783 萬 | 0.00% | −53,722−6.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 732,722 | $2,733 萬 | 0.14% | +711,879+3,415.4% | 加碼 |
| Citigroup Inc | 727,344 | $2,713 萬 | 0.01% | −418,596−36.5% | 減碼 |
| Qube Research & Technologies Ltd | 694,074 | $2,589 萬 | 0.03% | +694,074 | 新進 |
| UBS Asset Management Americas Inc | 581,255 | $2,168 萬 | 0.00% | +143,308+32.7% | 加碼 |
| Swiss National Bank | 516,100 | $1,925 萬 | 0.01% | +18,100+3.6% | 加碼 |
| Clearfield Capital Management LP | 514,379 | $1,919 萬 | 13.46% | 00.0% | 不變 |
| Raymond James Financial Inc | 500,376 | $1,866 萬 | 0.01% | +83,216+19.9% | 加碼 |
| Vident Advisory, LLC | 484,806 | $1,808 萬 | 0.13% | −95,912−16.5% | 減碼 |
| Jump Financial, LLC | 482,743 | $1,801 萬 | 0.16% | −177,738−26.9% | 減碼 |
| Plustick Management LLC | 475,000 | $1,772 萬 | 7.51% | −165,000−25.8% | 減碼 |
| Hunter Associates Investment Management LLC | 457,830 | $1,707 萬 | 1.97% | −44,855−8.9% | 減碼 |
| Driehaus Capital Management LLC | 450,395 | $1,680 萬 | 0.10% | +450,395 | 新進 |
| Colony Group, LLC | 428,376 | $1,598 萬 | 0.02% | +319,453+293.3% | 加碼 |
| Algert Global LLC | 423,550 | $1,580 萬 | 0.19% | +111,072+35.5% | 加碼 |
| Gillson Capital LP | 519,964 | $1,575 萬 | 0.93% | +265,067+104.0% | 加碼 |
| Voleon Capital Management LP | 391,803 | $1,461 萬 | 0.27% | +136,062+53.2% | 加碼 |
| BIT Capital GmbH | 386,458 | $1,441 萬 | 0.49% | −9,624−2.4% | 減碼 |
| Nuveen, LLC | 362,936 | $1,354 萬 | 0.00% | −233,330−39.1% | 減碼 |
| IMC-Chicago, LLC | 359,607 | $1,341 萬 | 0.12% | +291,010+424.2% | 加碼 |
| Bleakley Financial Group, LLC | 307,459 | $1,147 萬 | 0.15% | −510.0% | 減碼 |
| Spear Advisors LLC | 300,897 | $1,122 萬 | 3.85% | +49,011+19.5% | 加碼 |
| California State Teachers Retirement System | 298,175 | $1,112 萬 | 0.01% | +6,870+2.4% | 加碼 |
| Thames Capital Management LLC | 288,167 | $1,075 萬 | 0.88% | +288,167 | 新進 |
| Clarity Financial LLC | 282,075 | $1,052 萬 | 0.90% | +282,075 | 新進 |
| Thor Investment Management Inc | 279,271 | $1,042 萬 | 5.93% | −125,143−30.9% | 減碼 |
| Krane Funds Advisors LLC | 270,730 | $1,010 萬 | 0.36% | +202,656+297.7% | 加碼 |
| Shannon River Fund Management LLC | 265,474 | $990.2 萬 | 0.88% | +265,474 | 新進 |
| Vanguard Asset Management, Ltd | 246,566 | $919.7 萬 | 0.01% | +21,006+9.3% | 加碼 |
| Invesco Ltd. | 244,822 | $913.2 萬 | 0.00% | +64,235+35.6% | 加碼 |
| SG Americas Securities, LLC | 233,809 | $872.1 萬 | 0.01% | +165,329+241.4% | 加碼 |
| TFR Capital, LLC. | 233,428 | $870.7 萬 | 2.45% | −139,532−37.4% | 減碼 |
| Marshall Wace, LLP | 222,537 | $830.1 萬 | 0.01% | +195,837+733.5% | 加碼 |
| Catalyst Funds Management Pty Ltd | 220,700 | $823.2 萬 | 0.46% | +220,700 | 新進 |
| LMR Partners LLP | 218,013 | $813.2 萬 | 0.06% | +218,013 | 新進 |
| Dimensional Fund Advisors LP | 217,016 | $809.5 萬 | 0.00% | +134,048+161.6% | 加碼 |
| Rhumbline Advisers | 213,557 | $796.6 萬 | 0.01% | −76,768−26.4% | 減碼 |
| State of Wisconsin Investment Board | 210,301 | $784.4 萬 | 0.02% | −28,149−11.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 206,051 | $768.6 萬 | 0.04% | +66,519+47.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 205,591 | $766.9 萬 | 0.01% | +154,807+304.8% | 加碼 |
| Legal & General Group Plc | 202,771 | $756.3 萬 | 0.00% | +3,164+1.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 199,988 | $746.0 萬 | 0.01% | −446,063−69.0% | 減碼 |
| Creative Planning | 196,091 | $731.4 萬 | 0.00% | +56,702+40.7% | 加碼 |
| Steamboat Capital Partners, LLC | 193,105 | $720.3 萬 | 1.54% | +193,105 | 新進 |
| Russell Investments Group, Ltd. | 190,912 | $712.1 萬 | 0.01% | +148,420+349.3% | 加碼 |
| Commonwealth Equity Services, LLC | 187,163 | $698.1 萬 | 0.01% | +7,950+4.4% | 加碼 |
| Royal Bank of Canada | 186,443 | $695.4 萬 | 0.00% | +100,469+116.9% | 加碼 |
| Cetera Investment Advisers | 182,889 | $682.2 萬 | 0.01% | −2,130−1.2% | 減碼 |
| Shay Capital LLC | 175,321 | $653.9 萬 | 0.72% | +34,321+24.3% | 加碼 |
| Nomura Holdings Inc | 172,960 | $645.1 萬 | 0.03% | −135,959−44.0% | 減碼 |
| Alight Capital Management LP | 165,800 | $618.4 萬 | 1.01% | +65,800+65.8% | 加碼 |
| JPMorgan Chase & Co | 151,884 | $616.7 萬 | 0.00% | −1,579,475−91.2% | 減碼 |
| Jones Financial Companies LLLP | 156,214 | $611.7 萬 | 0.00% | +22,554+16.9% | 加碼 |
| FMR LLC | 161,916 | $603.9 萬 | 0.00% | −276,116−63.0% | 減碼 |
| Checchi Capital Advisers, LLC | 158,957 | $592.9 萬 | 0.38% | +884+0.6% | 加碼 |