Situational Awareness LP

Position in APLD — Applied Digital Corp.

CIK 2045724 SAN FRANCISCO, CA

Position in APLD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$573,846,176

+$253,868,058 QoQ

Shares Held

15,384,616

+14.1% QoQ

Ownership

5.28%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

of 563 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Situational Awareness LP holds $1,250,796,042 across 4 Information Technology Services names. APLD ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp. This page	15,384,616	$573,846,176
2	SHAZ	SharonAI Holdings Inc.	5,396,127	$456,836,111
3	KEEL	Keel Infrastructure Corp.	26,451,393	$151,830,995
4	WYFI	WhiteFiber, Inc.	1,757,600	$68,282,760

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,846,176	15,384,616	+14.1%	Shares	Sole	2026-08-14
2026-03-31	$319,978,118	13,478,438	+18.9%	Shares	Sole	2026-05-18
2025-12-31	$278,033,751	11,339,060	+87.0%	Shares	Sole	2026-02-11
2025-09-30	$139,111,715	6,064,155	-8.0%	Shares	Sole	2025-11-14
2025-06-30	$66,379,426	6,591,800	+63.3%	Shares	Sole	2025-08-14
2025-03-31	$22,680,072	4,035,600	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.