Applied Digital (APLD) Superinvestor holders
15 of the superinvestors we track hold Applied Digital (APLD) in their latest 13F filings, $698M in total.
Summary
The largest holder is Two Sigma (Two Sigma Investments), with $384M, 0.3% of the portfolio.
In their latest quarter: 7 opened a new position, 5 added, 3 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Two Sigma Two Sigma Investments |
Added | 10,299,117 | $384M | 0.3% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 3,033,821 | $113M | 0.1% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Added | 3,033,280 | $113M | 0.5% | Q2 2026 |
| Chase Coleman Tiger Global Management |
New position | 885,000 | $33M | 0.1% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
New position | 789,009 | $29M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 222,537 | $8M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
New position | 126,007 | $5M | 0.1% | Q2 2026 |
| Man Group Man Group plc |
Added | 101,979 | $4M | 0.0% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
New position | 98,328 | $4M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 65,722 | $2M | 0.0% | Q2 2026 |
| Brandon Haley Holocene Advisors |
New position | 24,135 | $900,236 | 0.0% | Q2 2026 |
| Dan Loeb Third Point LLC |
New position | 22,000 | $820,600 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 12,700 | $473,710 | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
New position | 5,465 | $203,845 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 1,500 | $55,950 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 17 |
| Q1 2026 | 11 |
| Q4 2025 | 10 |
| Q3 2025 | 12 |
| Q2 2025 | 9 |
| Q1 2025 | 6 |
| Q4 2024 | 13 |
| Q3 2024 | 9 |
Questions about Applied Digital
Which superinvestors own Applied Digital?
15 of the superinvestors we track hold Applied Digital (APLD) in their latest 13F filings, $698M in total. Two Sigma, David Shaw, David Vogel, Chase Coleman, Steve Cohen, Paul Marshall.
Who is the largest superinvestor holder of APLD?
The largest holder is Two Sigma (Two Sigma Investments), with $384M, 0.3% of the portfolio.
From Applied Digital's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.