Position in APLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,577,417
+$424,247 QoQ
Shares Held
42,290
-12.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#199
of 563 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CHELSEA COUNSEL CO holds $3,094,866 across 7 Information Technology Services names. APLD ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
This page
|
42,290 | $1,577,417 | |
| 2 | IBM |
International Business Machines Corp
|
2,057 | $578,448 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
3,500 | $360,395 | |
| 4 | CACI |
Caci International Inc /De/
|
695 | $321,965 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
22,200 | $251,082 | |
| 6 | GLOB |
Globant S.A.
|
152 | $4,398 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
30 | $1,161 |
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,417 | 42,290 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,153,170 | 48,575 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,191,059 | 48,575 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,240,136 | 54,060 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $581,844 | 57,780 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||