We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Applied Digital Corporation (NASDAQ:APLD) ranks 14th on this list.
Applied Digital Corporation (NASDAQ:APLD) has consistently featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025
Back then, this position consisted of around 4 million shares. The fund added to this position in the next quarter, growing it to more than 6.5 million shares. Another addition to the stake was made in the fourth quarter of 2025, when the fund grew the stake by over 86%.
Filings for the first quarter of 2026 show that the fund owned close to 13.5 million shares in the firm, up close to 20% compared to filings for the fourth quarter of 2025. The firm designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It formerly operated as a Bitcoin miner.