Alta Park Capital’s Applovin APP Stock Holding History

Alta Park Capital’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
2025 Q3	–	Sell	-200,000	Closed	-$70M	–	42
2025 Q2	$70M	Buy	+200,000	New	+$64.8M	7.95%	1

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alta Park Capital's APP Position: Q1 2026 in Review

Alta Park Capital sold out of Applovin (APP) in Q1 2026, closing a stake of 52,224 shares — an estimated $35.2M sold.

Alta Park Capital first reported a position in APP in Q4 2021 and held it in 8 quarters. The position peaked at $60.7M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Alta Park Capital reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Alta Park Capital sold 52,224 Applovin shares in Q1 2026, an estimated $35.2M.
Alta Park Capital first reported a position in Applovin in Q4 2021 and held it in 8 quarters.
Alta Park Capital's Applovin position peaked at $60.7M in Q3 2025.
1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Alta Park Capital's 13F filing for Q1 2026, filed 15 May 2026.