Applied Digital Corp.

APLD

交易所: Nasdaq
產業: Services-Computer Processing & Data Preparation
SEC CIK: 0001144879

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 Applied Digital Corp. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

APLD 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	459	5	567	+113
股數	2.11 億	1,428 萬	2.14 億	+1,741 萬 (+8.8%)
市值	$50.1 億	$3.39 億	$78.5 億	+$31.8 億 (+68.0%)

5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（175 家）

2026 年第 2 季季末持有 Applied Digital Corp.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 175 家。

2026 年第 2 季新進 APLD 的機構
機構	股數	市值	佔組合 %
Equitec Proprietary Markets, LLC	8,373,964	$3.12 億	77.22%
Norges Bank	3,088,677	$1.15 億	0.01%
Tiger Global Management LLC大師老虎環球	885,000	$3,301 萬	0.14%
Point72 Asset Management, L.P.	789,009	$2,943 萬	0.04%
Qube Research & Technologies Ltd	694,074	$2,589 萬	0.03%
Driehaus Capital Management LLC	450,395	$1,680 萬	0.10%
Thames Capital Management LLC	288,167	$1,075 萬	0.88%
Clarity Financial LLC	282,075	$1,052 萬	0.90%
Shannon River Fund Management LLC	265,474	$990.2 萬	0.88%
Catalyst Funds Management Pty Ltd	220,700	$823.2 萬	0.46%
LMR Partners LLP	218,013	$813.2 萬	0.06%
Steamboat Capital Partners, LLC	193,105	$720.3 萬	1.54%
Vennlight Capital Management, LP	155,219	$579.0 萬	3.88%
Jain Global LLC	150,327	$560.7 萬	0.07%
Entropy Technologies, LP	138,248	$515.7 萬	0.21%
Brevan Howard Capital Management LP	126,007	$470.0 萬	0.07%
Lisanti Capital Growth, LLC	121,865	$454.6 萬	1.00%
Capital Fund Management S.A.	118,749	$442.9 萬	0.03%
Engineers Gate Manager LP	116,610	$435.0 萬	0.06%
Jupiter Topco LLC	112,529	$419.7 萬	0.00%
Tortoise Capital Advisors, L.L.C.	110,620	$412.6 萬	0.04%
Treasurer of the State of North Carolina	108,490	$404.7 萬	0.01%
Polen Capital Management LLC	98,328	$366.8 萬	0.03%
J. Goldman & Co LP	89,300	$333.1 萬	0.12%
Nomura Asset Management International Inc.	88,437	$329.9 萬	0.00%
Optiver Holding B.V.	87,984	$328.2 萬	0.05%
Weiss Asset Management LP	78,940	$294.4 萬	0.03%
Occudo Quantitative Strategies LP	76,534	$285.5 萬	0.15%
Allianz Asset Management GmbH	74,075	$276.3 萬	0.00%
Public Employees Retirement System of Ohio	72,610	$270.8 萬	0.01%
Timothy G. Youngquist 2020 Irrevocable Trust	70,000	$261.1 萬	0.52%
UniSuper Management Pty Ltd	65,925	$245.9 萬	0.01%
Perigon Wealth Management, LLC	65,426	$244.0 萬	0.04%
Cadent Capital Advisors, LLC	62,328	$232.5 萬	0.48%
Hudson Bay Capital Management LP	53,630	$200.0 萬	0.01%
Legato Capital Management LLC	51,307	$191.4 萬	0.16%
Whitaker-Myers Wealth Managers, LTD.	49,354	$184.1 萬	0.31%
Elevatus Welath Management	49,123	$183.2 萬	0.45%
Caitong International Asset Management Co., Ltd	48,322	$180.2 萬	0.25%
Mutual Advisors, LLC	44,020	$164.2 萬	0.03%
GTS Securities LLC	43,993	$164.1 萬	0.03%
Global Retirement Partners, LLC	39,513	$147.4 萬	0.02%
Sentinel Dome Partners, LLC	39,500	$147.3 萬	1.07%
Bayesian Capital Management, LP	37,800	$141.0 萬	0.90%
Dockside LLC	37,403	$139.5 萬	0.33%
Cantor Fitzgerald, L. P.	34,571	$128.9 萬	0.02%
Y-Intercept (Hong Kong) Ltd	29,599	$110.4 萬	0.02%
Exchange Traded Concepts, LLC	28,106	$104.8 萬	0.01%
B. Riley Financial, Inc.	27,011	$100.8 萬	0.23%
Virginia Retirement Systems Et Al	25,800	$96.2 萬	0.01%
Capstone Investment Advisors, LLC	25,548	$95.3 萬	0.01%
FreeGulliver LLC	25,000	$93.3 萬	0.33%
Flow Traders U.S. LLC	24,349	$90.8 萬	0.04%
Holocene Advisors, LP	24,135	$90.0 萬	0.00%
Third Point LLC大師第三點資本	22,000	$82.1 萬	0.02%
Axq Capital, LP	21,748	$81.1 萬	0.09%
VGI Partners Ltd	20,907	$78.0 萬	0.04%
Worldquant Millennium Advisors LLC	20,359	$75.9 萬	0.00%
Caxton Associates LLP	20,252	$75.5 萬	0.01%
Armis Advisers, LLC	20,110	$67.4 萬	0.06%
EP Wealth Advisors, LLC	16,986	$63.4 萬	0.00%
Centiva Capital, LP	16,551	$61.7 萬	0.02%
International Private Wealth Advisors LLC	16,376	$61.1 萬	0.31%
Himension Fund	14,021	$52.3 萬	0.03%
Williamson Legacy Group, LLC	13,571	$50.6 萬	0.25%
Maryland State Retirement & Pension System	13,499	$50.4 萬	0.01%
StoneX Group Inc.	11,606	$49.9 萬	0.02%
Utah Retirement Systems	13,289	$49.6 萬	0.00%
Mitsubishi UFJ Trust & Banking Corp	13,061	$48.7 萬	0.00%
Colonial River Wealth Management, LLC	12,836	$47.9 萬	0.14%
Truist Financial Corp	12,745	$47.5 萬	0.00%
Ausdal Financial Partners, Inc.	12,284	$45.8 萬	0.02%
Connor, Clark & Lunn Investment Management Ltd.	12,025	$44.9 萬	0.00%
EFG International AG	12,000	$44.8 萬	0.01%
Amalgamated Bank	11,512	$42.9 萬	0.00%
Change Path, LLC	11,395	$42.5 萬	0.01%
Fulcrum Asset Management LLP	11,242	$42.5 萬	0.04%
Cerity Partners LLC	11,373	$42.4 萬	0.00%
Pathstone Holdings, LLC	10,935	$40.8 萬	0.00%
Triglav Skladi, D.O.O.	10,566	$39.4 萬	0.02%
TrueWealth Advisors, LLC	10,215	$38.1 萬	0.09%
Janney Montgomery Scott LLC	9,963	$37.2 萬	0.00%
Americana Partners, LLC	9,766	$36.4 萬	0.01%
Cresset Asset Management, LLC	9,640	$36.0 萬	0.00%
Mercer Global Advisors Inc	9,330	$34.8 萬	0.00%
Valmark Advisers, Inc.	8,880	$33.1 萬	0.00%
CIBC Asset Management Inc	8,837	$33.0 萬	0.00%
Belvedere Trading LLC	8,773	$32.7 萬	0.03%
Ionic Capital Management LLC	8,755	$32.7 萬	0.31%
Concentric Capital Strategies, LP	8,709	$32.5 萬	0.02%
Meridian Wealth Management, LLC	8,701	$32.5 萬	0.01%
J.W. Cole Advisors, Inc.	8,617	$32.1 萬	0.01%
OP Asset Management Ltd	8,311	$31.0 萬	0.00%
Nykredit A/S	8,197	$30.6 萬	0.00%
Axxcess Wealth Management, LLC	8,188	$30.5 萬	0.00%
Cape Investment Advisory, Inc.	8,000	$29.8 萬	0.08%
O'Shaughnessy Asset Management, LLC	7,852	$29.3 萬	0.00%
Everence Capital Management Inc	7,774	$29.0 萬	0.02%
E&G Advisors, LP	7,750	$28.9 萬	0.06%
Dudley Capital Management, LLC	7,700	$28.7 萬	0.11%

清倉機構（62 家）

2026 年第 1 季季末持有 Applied Digital Corp.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 APLD 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
T. Rowe Price Investment Management, Inc.	2,161,705	$5,132 萬
HSBC Holdings PLC	1,240,239	$2,838 萬
Covalis Capital LLP	738,143	$1,752 萬
Next Century Growth Investors LLC	431,900	$1,025 萬
Kennedy Capital Management, Inc.	240,854	$571.8 萬
Blackstone Group Inc.	211,110	$501.2 萬
Findell Capital Management LLC	170,000	$403.6 萬
Covalis (Gibraltar) Ltd	141,088	$334.9 萬
Second Line Capital, LLC	86,703	$297.0 萬
Tudor Investment Corp Et Al	109,280	$259.4 萬
ExodusPoint Capital Management, LP	103,156	$244.9 萬
Aptus Capital Advisors, LLC	85,270	$202.4 萬
Scientech Research LLC	68,813	$163.4 萬
Intech Investment Management LLC	63,155	$149.9 萬
Mirabella Financial Services LLP	60,518	$143.7 萬
SummitTX Capital, L.P.	60,217	$143.0 萬
Ratan Capital Management LP	50,000	$118.7 萬
Fiduciary Alliance LLC	28,125	$86.7 萬
ProShare Advisors LLC	35,096	$83.3 萬
Harvest Investment Services, LLC	31,505	$74.8 萬
REX Advisers, LLC	29,800	$70.7 萬
Baker Avenue Asset Management, LP	28,375	$67.4 萬
Group One Trading, L.P.	23,146	$54.9 萬
Golden State Equity Partners	20,154	$47.8 萬
Ameritas Investment Partners, Inc.	19,692	$46.7 萬
Verition Fund Management LLC	16,124	$38.3 萬
Principal Financial Group Inc	15,521	$36.8 萬
Patten Group, Inc.	15,157	$36.0 萬
CIBC Bancorp USA Inc.	13,981	$33.2 萬
LBMC Investment Advisors, LLC	11,930	$28.3 萬
Focused Alpha, LLC	11,223	$26.6 萬
Twinbeech Capital LP	10,500	$24.9 萬
Steel Peak Wealth Management LLC	10,121	$24.0 萬
PCG Wealth Advisors, LLC	9,200	$21.8 萬
CIBC World Markets Inc.	8,700	$20.7 萬
Abacus Wealth Partners, LLC	8,668	$20.6 萬
Caption Management, LLC	6,000	$14.2 萬
Itau Unibanco Holding S.A.	4,856	$11.5 萬
Vestor Capital, LLC	4,112	$9.80 萬
Opal Wealth Advisors, LLC	2,230	$5.29 萬
Global Assets Advisory, LLC	2,230	$5.29 萬
Whipplewood Advisors, LLC	1,950	$4.63 萬
Private Trust Co NA	1,600	$3.80 萬
Innovative Asset Advisors Group, LLC	1,600	$3.80 萬
DAGCO, Inc.	1,300	$3.09 萬
Natixis	1,299	$3.08 萬
Bayforest Capital Ltd	1,074	$2.55 萬
Curio Wealth, LLC	1,006	$2.39 萬
Root Financial Partners, LLC	458	$1.09 萬
Accent Capital Management, LLC	245	$5,816
Berbice Capital Management LLC	200	$4,748
Quadrant Capital Group LLC	151	$3,585
Eastern Bank	141	$3,347
Valley National Advisers Inc	150	$3,000
Sound Income Strategies, LLC	60	$1,469
Archer Investment Corp	42	$997
Marshall & Sterling Wealth Advisors Inc.	25	$594
Twin Peaks Wealth Advisors, LLC	11	$261
Lloyd Advisory Services, LLC.	9	$218
Ares Financial Consulting, LLC	6	$147
Millstone Evans Group, LLC	4	$95
Islay Capital Management, LLC	2	$47

尚未申報 2026 年第 2 季的機構（5 家）

2026 年第 1 季季末持有 Applied Digital Corp.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 APLD、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Situational Awareness Partners LP	13,478,438	$3.20 億
Janus Henderson Group PLC	785,152	$1,864 萬
Journey Strategic Wealth LLC	11,891	$28.2 萬
CWM, LLC	6,385	$15.2 萬
Sunbelt Securities, Inc.	1,000	$2.37 萬