Position in APLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,706,864
-$147,205 QoQ
Shares Held
233,428
-37.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#76
of 563 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TFR Capital, LLC. holds $9,068,781 across 2 Information Technology Services names. APLD ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
This page
|
233,428 | $8,706,864 | |
| 2 | IBM |
International Business Machines Corp
|
1,287 | $361,917 |
All Filings in APLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,706,864 | 233,428 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,854,069 | 372,960 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,741,067 | 71,006 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||