Morse Asset Management, Inc

Position in APLD — Applied Digital Corp.

CIK 1705711 DARIEN, CT

Position in APLD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,463,875

+$662,413 QoQ

Shares Held

39,246

+16.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#207

of 563 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Morse Asset Management, Inc holds $1,563,123 across 4 Information Technology Services names. APLD ranks #1 (93.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp. This page	39,246	$1,463,875
2	CIFR	Cipher Digital Inc.	4,015	$98,367
3	GDS	GDS Holdings Ltd	20	$600
4	IBM	International Business Machines Corp	1	$281

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,463,875	39,246	+16.2%	Shares	Sole	2026-08-13
2026-03-31	$801,462	33,760	+1.7%	Shares	Sole	2026-05-14
2025-12-31	$813,941	33,195	-28.6%	Shares	Sole	2026-02-03
2025-09-30	$1,067,145	46,519	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.