Situational Awareness LP's position in Applied Digital is currently worth $610M. That's 11.79% of their entire equity portfolio (4th largest holding). The investor owns 4.58% of the outstanding Applied Digital stock. The first Applied Digital trade was made in Q1 2025. Since then Situational Awareness LP bought shares three more times and sold shares on one occasions. The stake costed the investor $265M, netting the investor a gain of 130% so far.