Nicholas Investment Partners, LP
Position in APLD — Applied Digital Corp.
CIK 1389574
RANCHO SANTA FE, CA
Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,822,962
+$718,340 QoQ
Shares Held
48,873
+5.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#191
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, 2026Nicholas Investment Partners, LP holds $4,361,211 across 2 Information Technology Services names. APLD ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
103,602 | $2,538,249 | |
| 2 | APLD |
Applied Digital Corp.
This page
|
48,873 | $1,822,962 |
All Filings in APLD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822,962 | 48,873 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,104,622 | 46,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,510,676 | 102,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,792,601 | 208,919 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||