Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$384,157,064
+$346,348,693 QoQ
Shares Held
10,299,117
+546.7% QoQ
Ownership
3.53%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#6
of 563 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,669,063,479 across 43 Information Technology Services names. APLD ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
This page
|
10,299,117 | $384,157,064 | |
| 2 | IT |
Gartner Inc
|
2,129,702 | $276,051,973 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,495,045 | $204,746,412 | |
| 4 | ACN |
Accenture plc
|
1,028,658 | $128,006,201 | |
| 5 | CIFR |
Cipher Digital Inc.
|
4,775,520 | $117,000,240 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
4,021,556 | $103,997,438 | |
| 7 | CDW |
CDW Corp
|
418,137 | $58,806,787 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
660,315 | $50,190,543 |
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,157,064 | 10,299,117 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,808,371 | 1,592,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,775,733 | 317,118 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,534,672 | 3,031,154 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $1,943,088 | 254,331 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||