0
APLD
APPLIED DIGITAL CORP · Information Technology
Consensus score 0/100 · #312 this quarter · tier-weighted across tracked managers
Cluster buy: 3 tracked managers opened a new APLD position this quarter.
Holders
3
tracked managers
New this Q
3
opened a position
Avg weight
0.1%
of their portfolios
Combined value
$37M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 0.1% | $33M | NEW |
| Polen Capital Quality growth | 0.0% | $4M | NEW |
| Third Point Activist | 0.0% | $821K | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.