SEC 13F Intelligence

Plustick Management LLC / APLD

Plustick Management LLC’s Applied Digital Corp Position

Does Plustick Management LLC own Applied Digital Corp (APLD)? Yes640.0K shares worth $15M (+7.34% of its 13F portfolio) as of Q1 2026, down from 1.00M shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
640.0K
% of Portfolio
+7.34%
Quarters Held
12
currently held

Position History APLD

Reported value by quarter
Q2 ’23: $5MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $11MQ2 ’24Q3 ’24: $17MQ4 ’24: $17MQ4 ’24Q1 ’25: $12MQ2 ’25: $22MQ2 ’25Q3 ’25: $38MQ4 ’25: $25MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026640.0K$15M+7.34%
Q4 20251.00M$25M+10.85%
Q3 20251.64M$38M+15.78%
Q2 20252.19M$22M+13.08%
Q1 20252.21M$12M+9.05%
Q4 20242.19M$17M+10.51%
Q3 20242.05M$17M+12.83%
Q2 20241.89M$11M+10.11%
Q1 2024680.0K$3M+2.77%
Q4 2023490.0K$3M+2.81%
Q3 2023420.0K$3M+2.06%
Q2 2023515.0K$5M+4.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Plustick Management LLC’s full portfolio or all institutional holders of APLD.