Position in APLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$538,537
+$14,833 QoQ
Shares Held
14,438
-34.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#290
of 563 holders
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)
Position in Information Technology Services
Technology · as of Jun 30, 2026Qsemble Capital Management, LP holds $25,577,228 across 9 Information Technology Services names. APLD ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTSH |
Cognizant Technology Solutions Corp
|
209,558 | $8,116,181 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
50,954 | $6,978,150 | |
| 3 | ACN |
Accenture plc
|
49,747 | $6,190,516 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
13,403 | $1,846,129 | |
| 5 | IT |
Gartner Inc
|
6,072 | $787,052 | |
| 6 | CIFR |
Cipher Digital Inc.
|
22,135 | $542,307 | |
| 7 | APLD |
Applied Digital Corp.
This page
|
14,438 | $538,537 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
5,454 | $432,774 |
All Filings in APLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,537 | 14,438 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $523,704 | 22,060 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $405,395 | 17,672 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $696,360 | 69,152 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||