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 Q2	$48.9M	Hold	95,000	–	–	13.11%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3G Capital Partners's APP Position: Q2 2026 in Review

3G Capital Partners held its Applovin (APP) position steady in Q2 2026 at 95,000 shares worth $48.9M. The position accounts for 13.11% of the portfolio, ranked #2.

3G Capital Partners first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.3M in Q3 2025. 1,460 funds tracked by Wall St. Rank hold APP as of Q2 2026.

3G Capital Partners held 95,000 shares of Applovin worth $48.9M as of Q2 2026.
3G Capital Partners left its Applovin share count unchanged in Q2 2026.
Applovin made up 13.11% of 3G Capital Partners's portfolio in Q2 2026, its #2 holding.
3G Capital Partners first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
3G Capital Partners's Applovin position peaked at $68.3M in Q3 2025.
1,460 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on 3G Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.