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Situational Awareness LP: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Situational Awareness LP on APLD, newest first. How the timeline and the estimate are built.

Situational Awareness LP held 15,384,616 APLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,384,616 shares
    Change vs previous 13F -11,572,260 shares

    2.33% of the 13F portfolio, value $469,022,807.

    13F-HR 0000935836-26-000418 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,956,876 shares
    Change vs previous 13F +15,617,816 shares

    8.3% of the 13F portfolio, value $639,956,236.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 13,478,438 shares
    • Situational Awareness LP: 13,478,438 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,339,060 shares
    Change vs previous 13F +5,274,905 shares

    7.1% of the 13F portfolio, value $278,033,751.

    13F-HR 0002045724-26-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,064,155 shares
    Change vs previous 13F -527,645 shares

    6.2% of the 13F portfolio, value $139,111,716.

    13F-HR 0002045724-25-000008 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,591,800 shares
    Change vs previous 13F +2,556,200 shares

    6.04% of the 13F portfolio, value $66,379,426.

    13F-HR 0002045724-25-000006 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,035,600 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $22,680,072.

    13F-HR 0002045724-25-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).