Baker Avenue Asset Management, LP
Position in APLD — Applied Digital Corp.
CIK 1432529
SAN FRANCISCO, CA
Position in APLD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$673,622
-$71,173 QoQ
Shares Held
28,375
-6.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $25,409,989 across 11 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
69,207 | $19,461,700 | |
| 2 | VNET |
VNET Group, Inc.
|
335,376 | $2,696,423 | |
| 3 | ACN |
Accenture plc
|
5,762 | $717,023 | |
| 4 | G |
Genpact LTD
|
17,209 | $473,247 | |
| 5 | CDW |
CDW Corp
|
2,849 | $400,683 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
2,758 | $377,708 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,092 | $288,152 | |
| 8 | GLOB |
Globant S.A.
|
9,676 | $280,023 |
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,622 | 28,375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $744,795 | 30,375 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,017,962 | 44,375 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $528,675 | 52,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $156,798 | 27,900 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||