272 Capital LP’s Applied Digital Corp Position
Does 272 Capital LP own Applied Digital Corp (APLD)? Yes — 1.63M shares worth $40M (+100.00% of its 13F portfolio) as of Q4 2025.
Position Value
$40M
Q4 2025
Shares
1.63M
% of Portfolio
+100.00%
Quarters Held
15
currently held
Position History APLD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 1.63M | $40M | +100.00% |
| Q3 2025 | 1.63M | $37M | +95.23% |
| Q2 2025 | 1.63M | $16M | +67.44% |
| Q1 2025 | 1.63M | $9M | +24.20% |
| Q4 2024 | 1.63M | $12M | +11.78% |
| Q3 2024 | 1.63M | $13M | +7.69% |
| Q2 2024 | 1.63M | $10M | +4.86% |
| Q1 2024 | 2.04M | $9M | +3.48% |
| Q4 2023 | 2.04M | $14M | +4.63% |
| Q3 2023 | 2.04M | $13M | +5.05% |
| Q2 2023 | 2.04M | $19M | +6.99% |
| Q1 2023 | 1.95M | $4M | +1.81% |
| Q4 2022 | 1.43M | $3M | +1.17% |
| Q3 2022 | 870.7K | $1M | +0.80% |
| Q2 2022 | 770.7K | $809,000 | +0.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 272 Capital LP’s full portfolio or all institutional holders of APLD.