COM NEW
APLD
APPLIED DIGITAL CORP
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus7.1/100↑ 2Current quarter score · 2026 Q2
Investors holding2
New positions2
Increased0
Decreased0
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Chase ColemanTiger Global | 0.14%+0.1 pp | 885,000 | — | New | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 0.02%+0.0 pp | 22,000 | — | New | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 0 |
| 2025 Q4 | 0 |
| 2025 Q3 | 0 |
| 2025 Q2 | 0 |
| 2025 Q1 | 0 |
| 2024 Q4 | 1 |
| 2024 Q3 | 0 |
| 2024 Q2 | 0 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth3.8 / 30
conviction0.0 / 20
activity1.3 / 20
trend1.8 / 15
persistence0.2 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Third PointOfficial SEC filing
Tiger GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 038169207 · COM NEW
Original information table · XML/data
Original information table · XML/data
Tiger Global · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups