Brevan Howard Capital Management LP
Position in APLD — Applied Digital Corp.
CIK 1512857
ST. HELIER, Y9
Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,700,061
+$4,241,807 QoQ
Shares Held
126,007
+574.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#119
of 552 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Derivatives in APLD
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$3,148,200
PutShares
381,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Brevan Howard Capital Management LP holds $76,736,665 across 36 Information Technology Services names. APLD ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
|
1,284,531 | $10,327,629 | |
| 2 | GDS |
GDS Holdings Ltd
|
295,573 | $8,876,057 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
172,868 | $6,721,107 | |
| 4 | APLD |
Applied Digital Corp.
This page
|
126,007 | $4,700,061 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
106,216 | $4,113,745 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
158,894 | $4,108,998 | |
| 7 | PENG |
Penguin Solutions, Inc.
|
48,470 | $3,684,204 | |
| 8 | CIFR |
Cipher Digital Inc.
|
150,000 | $3,675,000 |
All Filings in APLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,700,061 | 126,007 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $458,254 | 18,689 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $991,145 | 43,206 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,421,373 | 339,759 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,935,257 | 344,352 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $969,950 | 126,957 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,148,200 | 381,600 | Put | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||