Situational Awareness Partners LP

Position in APLD — Applied Digital Corp.

CIK 2038540 SAN FRANCISCO, CA

Position in APLD

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$319,978,118

New position

Shares Held

13,478,438

first reported quarter

Ownership

4.62%

of shares outstanding

% of Portfolio

8.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Situational Awareness Partners LP holds $397,764,556 across 4 Information Technology Services names. APLD ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp. This page	13,478,438	$319,978,118
2	KEEL	Keel Infrastructure Corp.	19,875,840	$38,757,888
3	WYFI	WhiteFiber, Inc.	1,757,600	$20,933,016
4	SHAZ	SharonAI Holdings Inc.	796,108	$18,095,534

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$319,978,118	13,478,438	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.