Position in APLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,799,733
+$8,919,717 QoQ
Shares Held
450,395
+40.1% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#58
of 563 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $217,258,275 across 8 Information Technology Services names. APLD ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
3,548,322 | $86,933,889 | |
| 2 | PENG |
Penguin Solutions, Inc.
|
672,847 | $51,143,100 | |
| 3 | INOD |
Innodata Inc
|
404,165 | $30,546,790 | |
| 4 | WYFI |
WhiteFiber, Inc.
|
582,371 | $22,625,113 | |
| 5 | APLD |
Applied Digital Corp.
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|
450,395 | $16,799,733 | |
| 6 | TSSI |
TSS, Inc.
|
536,314 | $6,596,662 | |
| 7 | GDS |
GDS Holdings Ltd
|
59,063 | $1,773,661 | |
| 8 | VNET |
VNET Group, Inc.
|
104,394 | $839,327 |
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,799,733 | 450,395 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $7,880,016 | 321,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,056,837 | 1,397,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,550,832 | 1,047,749 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $11,029,142 | 1,443,605 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||