Back to APLD

Spear Advisors LLC → APLD

Spear Advisors LLC APLD Position History

Applied Digital Corporation

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.2M
Q1 2026$6M
Q2 2026$11.2M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M227.7K——
Q2 2026$11.2M300.9K——
Q1 2026$6M251.9K——
Q4 2025$7.2M293.3K——

Other funds holding APLD

Other Spear Advisors LLC positions

ALAB

Astera Labs Inc

$32.4M
ALAB

Astera Labs Inc

$27.4M
KLAC

KLA CORP

$25.7M
COHR

Coherent Corp

$24.6M
ARM

ARM Holdings PLC

$21.2M
MKSI

MKS Inc

$19.8M
NET

Cloudflare Inc

$19.6M
ARM

ARM Holdings PLC

$18.6M