POLEN CAPITAL MANAGEMENT LLC

Position in APLD — Applied Digital Corp.

CIK 1034524 Boca Raton, FL

Position in APLD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,667,634

New position

Shares Held

98,328

first reported quarter

Ownership

0.034%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#140

of 563 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $25,853,632 across 4 Information Technology Services names. APLD ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	152,800	$19,014,432
2	APLD	Applied Digital Corp. This page	98,328	$3,667,634
3	PENG	Penguin Solutions, Inc.	28,293	$2,150,550
4	WYFI	WhiteFiber, Inc.	26,281	$1,021,016

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,667,634	98,328	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.