Applied Digital Corp.

APLD

Held by 2 specialist biotech funds

Share on X

Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

AI analyst context — unlock full analysis

Position Trend

Feb 13, 2026

$30.7M

1 fund

Feb 17, 2026

$25.6M

1 fund

-17% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 828,844Value: $25.6M

**Signal Note: Driehaus Growth Allocation to AI Infrastructure** Driehaus Capital's $25.6M initiation in Applied Digital (APLD) signals conviction in AI compute infrastructure demand, though this represents a tactical move outside traditional biotech rather than a core sector bet. The position likely reflects macro thesis on generative AI scaling requirements and data center buildout, given APLD's role as a specialized GPU compute provider—a beneficiary of downstream biotech AI adoption (drug discovery, clinical trial design) rather than a direct therapeutic play.

Eventide Asset ManagementNEW

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds LITE2 funds UNP

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**Signal Note: Eventide Initiates $30.7M Position in Applied Digital Corp.** This is a computational infrastructure play, not a drug development signal—Applied Digital provides AI/GPU infrastructure services, not therapeutics. The $30.7M position likely reflects Eventide's conviction in AI-enabled biotech workflows and computational biology tools, which aligns with their biotech allocation thesis but represents indirect exposure rather than a direct pipeline catalyst.