Which funds own APLD
Applied Digital Corp in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $814m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 0 cutting.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $814m
- as reported
- Opened
- 3
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 0
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Two Sigma Investments LP Quantitative · $138bn book | $384m | 0.3% | 10,299,117 | +$346m+8,706,515 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $279m | 0.1% | 70,065,000 | +$133m+15,000,000 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $113m | 0.5% | 3,033,280 | +$111m+2,949,313 | Added |
| Tiger Global Management LLC Long/short equity · $24.0bn book | $33m | 0.1% | 885,000 | opened885,000 | New |
| Polen Capital Management LLC Long-only · $11.6bn book | $3.7m | 0.0% | 98,328 | opened98,328 | New |
| Third Point LLC Activist · $4.7bn book | $800k | 0.0% | 22,000 | opened22,000 | New |
Ownership through time
At least 11 of the 95 managers whose filings are on file listed APLD in Q2 2026, against 1 in Q3 2023. 9 managers more than in Q1 2026: 5 started positions; 5 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2023: 1
- Q4 2023: 1
- Q3 2024: 1
- Q4 2024: 4
- Q1 2025: 2
- Q2 2025: 1
- Q3 2025: 7
- Q4 2025: 2
- Q1 2026: 2
- Q2 2026: 11
- Q3 2023: $8.7m
- Q4 2023: $49m
- Q3 2024: $15m
- Q4 2024: $13m
- Q1 2025: $6.9m
- Q2 2025: $33m
- Q3 2025: $614m
- Q4 2025: $218m
- Q1 2026: $83m
- Q2 2026: $778m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Tiger Global Management LLCnew: 885,000 shares+$33m
- Brevan Howard Capital Management LPnew: 126,007 shares+$4.7m
- Polen Capital Management LLCnew: 98,328 shares+$3.7m
- Third Point LLCnew: 22,000 shares+$821k
- Caxton Associates LLPnew: 20,252 shares+$755k
Largest decreases, by shares
- D. E. Shaw & Co.3,398,941 to 3,033,821 shares-$14m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Two Sigma Investments LP | Q3 2025 | $384m | $384m | |
| D. E. Shaw & Co. | Q3 2025 | $250m | $113m | |
| Voloridge Investment Management LLC | Q2 2025 | $113m | $113m | |
| Squarepoint Ops LLC | Q2 2026 | $67m | $67m | |
| Balyasny Asset Management LLC | Q2 2026 | $50m | $50m | |
| Tiger Global Management LLC | Q2 2026 | $33m | $33m | |
| Schonfeld Strategic Advisors LLC | Q2 2026 | $7.7m | $7.7m | |
| Brevan Howard Capital Management LP | Q4 2024 | $4.7m | $4.7m | |
| Polen Capital Management LLC | Q2 2026 | $3.7m | $3.7m | |
| Third Point LLC | Q2 2026 | $821k | $821k | |
| Caxton Associates LLP | Q2 2026 | $755k | $755k | |
| Jane Street Group LLC | Q3 2025 | $165m | last listed Q3 2025 | |
| Renaissance Technologies LLC | Q3 2025 | $73m | last listed Q3 2025 | |
| Capital Research Global Investors | Q3 2023 | $49m | last listed Q4 2023 | |
| Marshall Wace LLP | Q3 2025 | $39m | last listed Q3 2025 | |
| Moore Capital Management LP | Q3 2024 | $15m | last listed Q3 2025 | |
| Soros Fund Management LLC | Q4 2024 | $6.3m | last listed Q4 2024 | |
| Quantbot Technologies LP | Q4 2024 | $4.9m | last listed Q1 2026 |
What APLD is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around APLD →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
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The holdings, every quarter, and the week between
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