SEC 13F Intelligence

Value Aligned Research Advisors, LLC / APLD

Value Aligned Research Advisors, LLC’s Applied Digital Corp Position

Does Value Aligned Research Advisors, LLC own Applied Digital Corp (APLD)? Yes — 6.67M shares worth $158M (+0.76% of its 13F portfolio) as of Q1 2026, up from 5.64M shares the prior filed quarter.

Position Value
$158M
Q1 2026
Shares
6.67M
% of Portfolio
+0.76%
Quarters Held
2
currently held

Position History APLD

Reported value by quarter
Q4 ’25: $138MQ4 ’25Q1 ’26: $158MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.67M$158M+0.76%
Q4 20255.64M$138M+1.39%

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