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Arosa Capital Management LP

Position in APLD — Applied Digital Corp.

CIK 1596053 MIAMI BEACH, FL

Position in APLD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$0
-$4,904,000 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record

Common Shares in APLD Over Time

Shares Held

Position Value (USD)

Derivatives in APLD

reported options exposure · as of Jun 30, 2026
CallValue
$20,142,000
CallShares
540,000
PutValue
$0
PutShares
0

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.

All Filings in APLD

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,142,000 540,000
2025-12-31 $6,130,000 250,000
2025-12-31 $4,904,000 200,000
2025-09-30 $321,160 14,000
2025-09-30 $2,638,100 115,000