ExodusPoint Capital Management, LP

Position in APLD — Applied Digital Corp.

CIK 1736225 NEW YORK, NY

Back to APLD Full portfolio

Position in APLD

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,448,923

+$1,053,196 QoQ

Shares Held

103,156

+81.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 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 Sep 30, 2025

CallValue

$573,500

CallShares

25,000

PutValue

PutShares

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, 2026

ExodusPoint Capital Management, LP holds $39,835,751 across 18 Information Technology Services names.

#	Ticker	Company	Shares	Value (USD)
1	FIS	Fidelity National Information Services, Inc.	239,495	$9,311,565
2	CDW	CDW Corp	29,638	$4,168,288
3	INGM	Ingram Micro Holding Corp	145,964	$4,003,792
4	BR	Broadridge Financial Solutions, Inc.	28,338	$3,880,889
5	PENG	Penguin Solutions, Inc.	44,231	$3,361,998
6	EPAM	EPAM Systems, Inc.	41,146	$3,264,935
7	KD	Kyndryl Holdings, Inc.	206,879	$2,339,801
8	EXLS	ExlService Holdings, Inc.	83,096	$2,148,862

All Filings in APLD

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,448,923	103,156	+81.2%	Shares	Sole	2026-05-14
2025-12-31	$1,395,727	56,922	-14.9%	Shares	Sole	2026-02-17
2025-09-30	$573,500	25,000	—	Call	Sole	2025-11-14
2025-09-30	$1,534,961	66,912	-76.2%	Shares	Sole	2025-11-14
2025-06-30	$2,834,050	281,435	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.