Leopold Aschenbrenner - Situational Awareness
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    26
Portfolio value:    $3,855,771,552
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Digital Corp. (APLD)
← All APLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,478,438 8.30 Add 18.87% 1.32 $20.00–42.27 · VW $32.54i $319,978,118 SEC
2025   Q4 11,339,060 7.10 Add 86.98% 3.30 $19.00–40.20 · VW $29.86i $278,033,751 SEC
2025   Q3 6,064,155 6.82 Reduce 8.00% 0.48 $9.02–28.25 · VW $15.48i $139,111,716 SEC
2025   Q2 6,591,800 6.04 Add 63.34% 2.34 $3.31–15.42 · VW $9.08i $66,379,426 SEC
2025   Q1 4,035,600 4.15 Buy 4.15 $4.58–12.48 · VW $7.96i $22,680,072 SEC
Price snapshot:
Current price$28.84
Avg. buy price$16.67
+/- since buy73.01%
52-week low$9.23
52-week high$50.72