SEC 13F Intelligence

Tfr Capital, LLC. / APLD

Tfr Capital, LLC.’s Applied Digital Corp Position

Does Tfr Capital, LLC. own Applied Digital Corp (APLD)? Yes373.0K shares worth $9M (+2.91% of its 13F portfolio) as of Q1 2026, up from 71.0K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
373.0K
% of Portfolio
+2.91%
Quarters Held
2
currently held

Position History APLD

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026373.0K$9M+2.91%
Q4 202571.0K$2M+0.58%

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