Applied Digital (APLD)Situational Awareness LP added to its stake +2.14M shares

13.5M

Shares reported · +2.14M vs prior quarter

2.3%

Disclosed portfolio weight

$320M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 18, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 10, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
2. Mar 30, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
3. Apr 8, 2026Company filing · Form 8-K · ResultsReported its results
4. Apr 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“(e) In connection with the previously announced proposed transaction pursuant to the Contribution and Exchange Agreement (the “Contribution and Exchange Agreement”) by and among Ekso Bionics Holdings, Inc. (“EKSO”), APLD Intermediate Holdco LLC, APLD ChronoScale HoldCo LLC (“HoldCo”), and Applied Digital Cloud Corporation, each a direct or indirect wholly owned subsidiary of Applied Digital Corporation (the…”
5. May 1, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 1 more item)“On May 5, 2026, the Company issued a press release announcing the Closing. The press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.”

What came next

1. Jun 16, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Jun 26, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
3. Jul 27, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Applied Digital

For Applied Digital, OQRO holds 6 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its APLD page.

How this filing works

• SEC Form 13F

Other disclosures at Applied Digital

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its APLD page.