Position in APLD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$431,561
+$154,587 QoQ
Shares Held
11,570
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#321
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)
Derivatives in APLD
reported options exposure · as of Dec 31, 2025CallValue
$49,040
CallShares
2,000
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.
Position in Information Technology Services
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $5,246,631 across 4 Information Technology Services names. APLD ranks #2 (8.2% of the industry book) .
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,561 | 11,570 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $276,974 | 11,667 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $282,789 | 11,533 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $49,040 | 2,000 | Call | Sole | 2026-02-04 | |
| 2025-09-30 | $202,973 | 8,848 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||