Position in APLD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$277,549
+$48,127 QoQ
Shares Held
7,441
-25.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#379
of 563 holders
Holding Since
Sep 2025
2 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, 2026111 Capital holds $4,882,515 across 10 Information Technology Services names. APLD ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
9,500 | $1,182,180 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
5,187 | $710,359 | |
| 3 | IBM |
International Business Machines Corp
|
2,287 | $643,127 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
13,362 | $517,510 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
18,827 | $486,866 | |
| 6 | IT |
Gartner Inc
|
2,784 | $360,862 | |
| 7 | APLD |
Applied Digital Corp.
This page
|
7,441 | $277,549 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
3,221 | $255,586 |
All Filings in APLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,549 | 7,441 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $229,422 | 10,001 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||