Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,011,352
+$372,011 QoQ
Shares Held
27,114
+0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 563 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026&PARTNERS holds $122,593,063 across 22 Information Technology Services names. APLD ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
269,706 | $75,844,024 | |
| 2 | ACN |
Accenture plc
|
214,294 | $26,666,745 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
32,065 | $4,416,633 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
24,660 | $3,377,187 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
56,070 | $2,180,001 | |
| 6 | CDW |
CDW Corp
|
12,827 | $1,803,989 | |
| 7 | CACI |
Caci International Inc /De/
|
3,662 | $1,696,458 | |
| 8 | GLOB |
Globant S.A.
|
35,107 | $1,015,996 |
All Filings in APLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,352 | 27,114 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,341 | 26,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $592,697 | 24,172 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $416,728 | 18,166 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||