3G Capital Partners’s Applovin APP Stock Holding History

3G Capital Partners’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.8M	Hold	95,000	–	–	13.42%	3
2025 Q4	$64M	Hold	95,000	–	–	15.09%	1
2025 Q3	$68.3M	Hold	95,000	–	–	16.17%	1
2025 Q2	$33.3M	Hold	95,000	–	–	8.16%	8
2025 Q1	$25.2M	Hold	95,000	–	–	7.23%	9
2024 Q4	$30.8M	Sell	95,000 -155,000	-62%	-$39.2M	8.82%	4
2024 Q3	$32.6M	Buy	250,000 +15,000	+6%	+$1.37M	11.01%	5
2024 Q2	$19.6M	Sell	235,000 -90,000	-28%	-$6.98M	7.52%	8
2024 Q1	$22.5M	Buy	+325,000	New	+$17.2M	9.45%	7

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

3G Capital Partners's APP Position: Q1 2026 in Review

3G Capital Partners held its Applovin (APP) position steady in Q1 2026 at 95,000 shares worth $37.8M. The position accounts for 13.42% of the portfolio, ranked #3.

3G Capital Partners first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $68.3M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

3G Capital Partners held 95,000 shares of Applovin worth $37.8M as of Q1 2026.
3G Capital Partners left its Applovin share count unchanged in Q1 2026.
Applovin made up 13.42% of 3G Capital Partners's portfolio in Q1 2026, its #3 holding.
3G Capital Partners first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
3G Capital Partners's Applovin position peaked at $68.3M in Q3 2025.
1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on 3G Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.