Hood River Capital Management LLC / APLD
Hood River Capital Management LLC’s Applied Digital Corp Position
Does Hood River Capital Management LLC own Applied Digital Corp (APLD)? Yes — 23.08M shares worth $548M (+5.49% of its 13F portfolio) as of Q1 2026, up from 22.04M shares the prior filed quarter.
Position Value
$548M
Q1 2026
Shares
23.08M
% of Portfolio
+5.49%
Quarters Held
16
currently held
Position History APLD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 23.08M | $548M | +5.49% |
| Q4 2025 | 22.04M | $540M | +5.92% |
| Q3 2025 | 21.05M | $483M | +5.70% |
| Q2 2025 | 21.86M | $220M | +3.07% |
| Q1 2025 | 21.27M | $120M | +2.04% |
| Q4 2024 | 15.15M | $116M | +1.71% |
| Q3 2024 | 13.68M | $113M | +1.82% |
| Q2 2024 | 9.60M | $57M | +1.18% |
| Q1 2024 | 8.82M | $38M | +0.84% |
| Q4 2023 | 8.58M | $58M | +1.59% |
| Q3 2023 | 7.59M | $47M | +1.52% |
| Q2 2023 | 5.85M | $55M | +1.63% |
| Q1 2023 | 4.67M | $10M | +0.34% |
| Q4 2022 | 3.59M | $7M | +0.24% |
| Q3 2022 | 3.23M | $5M | +0.21% |
| Q2 2022 | 3.03M | $3M | +0.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of APLD.