111 Capital’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Sell
2,334
-1,075
-32% -$519K 0.21% 109
2026
Q1
$1.36M Buy
3,409
+526
+18% +$254K 0.33% 60
2025
Q4
$1.94M Buy
2,883
+1,190
+70% +$750K 0.42% 41
2025
Q3
$1.22M Sell
1,693
-2,949
-64% -$1.36M 0.23% 92
2025
Q2
$1.63M Buy
+4,642
New +$1.5M 0.28% 82
2025
Q1
Sell
-3,525
Closed -$1.14M 455
2024
Q4
$1.14M Buy
+3,525
New +$892K 0.24% 84

Other funds holding APP

111 Capital's APP Position: Q2 2026 in Review

111 Capital reduced its Applovin (APP) stake by 32% in Q2 2026, selling an estimated $519K and leaving 2,334 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #109.

111 Capital first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • 111 Capital held 2,334 shares of Applovin worth $1.2M as of Q2 2026.
  • 111 Capital sold 1,075 Applovin shares in Q2 2026, an estimated $519K.
  • Applovin made up 0.21% of 111 Capital's portfolio in Q2 2026, its #109 holding.
  • 111 Capital first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • 111 Capital's Applovin position peaked at $1.94M in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.