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Gillson Capital LP

Position in APLD — Applied Digital Corp.

CIK 1698055 CHICAGO, IL

Position in APLD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,292,119
+$9,240,865 QoQ
Shares Held
519,964
+104.0% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#61
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, 2026

Gillson Capital LP holds $47,928,720 across 3 Information Technology Services names. APLD ranks #2 (31.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 APLD
Applied Digital Corp.
This page
519,964 $15,292,119

All Filings in APLD

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,292,119 519,964
2026-03-31 $6,051,254 254,897
2025-12-31 $2,471,616 100,800
2025-09-30 $3,684,164 160,600