Macquarie Asset Management Additional Investment Option
Company: Applied Digital
The claim, verbatim
Macquarie Asset Management has right to invest up to $4.9 billion additional under Amended and Restated Unit Purchase Agreement
Source (primary)
Applied Digital S-3 filed 2025-12-05 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “MAM has the right to invest up to an additional $4.9 billion under the A&R UPA.”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The prospectus states in both the Recent Developments and Private Placement sections that MAM may invest up to an additional $4.9 billion under the A&R UPA, and it identifies MAM as Macquarie Asset Management.
Confirmed in the source:
- Macquarie Asset Management (MAM) has the right to invest up to an additional $4.9 billion under the Amended and Restated Unit Purchase Agreement
- MAM refers to Macquarie Asset Management, whose managed entities are affiliated with the Purchaser under the A&R UPA
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315225026369/forms-3.htm) in full (89,712 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital S-3 filed 2025-12-05
Quote: “MAM has the right to invest up to an additional $4.9 billion under the A&R UPA.”