Position in APLD
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$419,326
New position
Shares Held
11,242
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#326
of 563 holders
Holding Since
Jun 2026
1 quarter on record
Position in Information Technology Services
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $2,030,954 across 16 Information Technology Services names. APLD ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
19,256 | $471,772 | |
| 2 | APLD |
Applied Digital Corp.
This page
|
11,242 | $419,326 | |
| 3 | KD |
Kyndryl Holdings, Inc.
|
31,250 | $353,437 | |
| 4 | PENG |
Penguin Solutions, Inc.
|
3,888 | $295,526 | |
| 5 | VYX |
NCR Voyix Corp
|
21,112 | $172,485 | |
| 6 | DXC |
DXC Technology Co
|
11,981 | $106,031 | |
| 7 | CNXC |
Concentrix Corp
|
3,062 | $68,604 | |
| 8 | EFOR |
Everforth Inc
|
3,054 | $54,574 |
All Filings in APLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,326 | 11,242 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||