Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,186,336
+$6,974,979 QoQ
Shares Held
514,379
0.0% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
13.46%
of 13F equity value
Holder Rank
#52
of 563 holders
Holding Since
Jun 2024
9 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, 2026CLEARFIELD CAPITAL MANAGEMENT LP holds $42,116,815 across 2 Information Technology Services names. APLD ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEEL |
Keel Infrastructure Corp.
|
3,994,857 | $22,930,479 | |
| 2 | APLD |
Applied Digital Corp.
This page
|
514,379 | $19,186,336 |
All Filings in APLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,186,336 | 514,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,211,357 | 514,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,612,573 | 514,379 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,605,048 | 549,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,731,632 | 569,179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,470,125 | 4,176,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,244,151 | 5,005,779 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $38,244,151 | 5,005,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $99,510,378 | 12,061,864 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,478,059 | 4,450,094 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||