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Alex Sacerdote’s Applovin APP Stock Holding History

Alex Sacerdote’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 		$238M Sell
461,611
-233,926
-34% -$113M 1.91% 22
2026
Q1 		$277M Sell
695,537
-112,819
-14% -$54.5M 3.58% 13
2025
Q4 		$545M Sell
808,356
-163,048
-17% -$103M 6.97% 3
2025
Q3 		$698M Sell
971,404
-253,120
-21% -$117M 8.22% 2
2025
Q2 		$429M Sell
1,224,524
-614,604
-33% -$199M 5.95% 5
2025
Q1 		$487M Buy
1,839,128
+42,302
+2% +$14.6M 8.46% 2
2024
Q4 		$582M Sell
1,796,826
-1,168,687
-39% -$296M 6.89% 3
2024
Q3 		$387M Sell
2,965,513
-244,839
-8% -$22.3M 5.43% 6
2024
Q2 		$267M Buy
3,210,352
+391,378
+14% +$30.4M 3.79% 9
2024
Q1 		$195M Buy
+2,818,974
New +$149M 2.9% 11

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alex Sacerdote's APP Position: Q2 2026 in Review

Alex Sacerdote reduced its Applovin (APP) stake by 34% in Q2 2026, selling an estimated $113M and leaving 461,611 shares worth $238M. The position accounts for 1.91% of the portfolio, ranked #22.

Alex Sacerdote first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $698M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Alex Sacerdote held 461,611 shares of Applovin worth $238M as of Q2 2026.
  • Alex Sacerdote sold 233,926 Applovin shares in Q2 2026, an estimated $113M.
  • Applovin made up 1.91% of Alex Sacerdote's portfolio in Q2 2026, its #22 holding.
  • Alex Sacerdote first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Alex Sacerdote's Applovin position peaked at $698M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.