Position in APLD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$740,740
-$257,146 QoQ
Shares Held
19,859
-52.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 563 holders
Holding Since
Dec 2024
7 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 Jun 30, 2025CallValue
$8,056
CallShares
800
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, 2026Concurrent Investment Advisors, LLC holds $47,614,564 across 14 Information Technology Services names. APLD ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
112,698 | $31,691,803 | |
| 2 | ACN |
Accenture plc
|
70,109 | $8,724,363 | |
| 3 | CIFR |
Cipher Digital Inc.
|
67,916 | $1,663,942 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
9,828 | $1,345,944 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
6,177 | $850,819 | |
| 6 | APLD |
Applied Digital Corp.
This page
|
19,859 | $740,740 | |
| 7 | SAIC |
Science Applications International Corp
|
5,523 | $609,793 | |
| 8 | CACI |
Caci International Inc /De/
|
890 | $412,300 |
All Filings in APLD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,740 | 19,859 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $997,886 | 42,034 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $523,060 | 21,332 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $482,061 | 21,014 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $162,217 | 16,109 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $8,056 | 800 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $90,532 | 16,109 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,584 | 600 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $123,072 | 16,109 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||