+108531.0%
About
A listed company
Applied Digital is held by 8 of the portfolios Follow tracks, the largest position being Situational Awareness's at 1.8% of its book. The chart draws the held value of the share, dividends and splits counted, and carries the buys and sells of each holder on the days their filings place them.
Ondo Global Markets tokenises it as APLDon on BNB Chain, so Follow can hold it in an account only you can withdraw from.
Holders
Activity
Point72New position+$29.4m · 0% → 0%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Situational AwarenessIncreased+$58.1m · 2.3% → 2.3%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Third PointNew position+$821k · 0% → 0%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Tiger GlobalNew position+$33.0m · 0% → 0.1%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026- Situational AwarenessIncreased+$50.8m · 5% → 2.3%Bought Jan 1 – Mar 31, 2026Disclosed May 18, 2026
NVIDIAClosed−$177m · 4.6% → 0%Sold Oct 1 – Dec 31, 2025Disclosed Feb 17, 2026
Renaissance TechnologiesClosed−$72.9m · 0.1% → 0%Sold Oct 1 – Dec 31, 2025Disclosed Feb 12, 2026- Situational AwarenessIncreased+$129m · 3.4% → 5%Bought Oct 1 – Dec 31, 2025Disclosed Feb 11, 2026
- Situational AwarenessDecreased−$12.1m · 3.1% → 3.4%Sold Jul 1 – Sep 30, 2025Disclosed Nov 14, 2025
- Renaissance TechnologiesNew position+$15.9m · 0% → 0%Bought Apr 1 – Jun 30, 2025Disclosed Aug 13, 2025
- Situational AwarenessIncreased+$25.7m · 2.3% → 3.1%Bought Apr 1 – Jun 30, 2025Disclosed Aug 14, 2025
- Situational AwarenessNew position+$22.7m · 0% → 2.3%Bought Jan 1 – Mar 31, 2025Disclosed May 14, 2025
Soros Fund ManagementClosed−$6.34m · 0.1% → 0%Sold Jan 1 – Mar 31, 2025Disclosed May 15, 2025- Soros Fund ManagementNew position+$6.34m · 0% → 0.1%Bought Oct 1 – Dec 31, 2024Disclosed Feb 14, 2025
- NVIDIANew position+$63.7m · 0% → 14.7%Bought Jul 1 – Sep 30, 2024Disclosed Nov 14, 2024
- Renaissance TechnologiesNew position+$7.05m · 0% → 0%Bought Jul 1 – Sep 30, 2024Disclosed Nov 13, 2024