APLD
Applied Digital Corp. · Technology · Information Technology Services
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +5.1% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 120 | +11 | 111.41M | $4.19B | +19 | −7 |
| Q1 2026 | 111 | +4 | 106.16M | $2.51B | +11 | −8 |
| Q4 2025 | 107 | 0 | 109.18M | $2.68B | +2 | −1 |
| Q3 2025 | 17 | +3 | 81.03M | $1.86B | +3 | — |
| Q2 2025 | 11 | -1 | 44.55M | $448.65M | +1 | −2 |
| Q1 2025 | 9 | -3 | 16.27M | $91.45M | — | −3 |
| Q4 2024 | 12 | +4 | 19.22M | $146.87M | +5 | −1 |
| Q3 2024 | 7 | 0 | 14.16M | $114.91M | +2 | −2 |
| Q2 2024 | 7 | — | 3.46M | $20.60M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 5.61M | -26.2% | $42.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 4.73M | +54.4% | $36.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 4.73M | +54.4% | $36.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 4.12M | — | $31.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 1.30M | Nuevo | $9.94M | 0.0% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.30M | Nuevo | $9.94M | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.30M | Nuevo | $9.94M | 0.0% | New | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 1.05M | Nuevo | $8.00M | 0.0% | New | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 1.05M | Nuevo | $8.00M | 0.0% | New | 1 | SEC ↗ |
| 10 | Soros Fund Management ✦ | 830.00K | Nuevo | $6.34M | 0.2% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 813.20K | -68.0% | $6.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 410.37K | -52.0% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 254.33K | Nuevo | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 76.25K | +98.2% | $583,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 17.05K | -54.4% | $130,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 10.25K | Nuevo | $78,333 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 10.25K | Nuevo | $78,333 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $9.94M | 0.0% |
| Marshall Wace | $9.94M | 0.0% |
| Marshall Wace | $9.94M | 0.0% |
| D. E. Shaw & Co. | $8.00M | 0.0% |
| D. E. Shaw & Co. | $8.00M | 0.0% |
| Soros Fund Management | $6.34M | 0.2% |
| Two Sigma Investments | $1.94M | 0.0% |
| AQR Capital Management | $78,333 | 0.0% |
| AQR Capital Management | $78,333 | 0.0% |
Posición cerrada
| Fisher Asset Management | $132,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 292.10K acciones, $6,934 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.