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Anomaly Capital Management’s Applovin APP Stock Holding History

Anomaly Capital Management’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
Q2 		– Sell
-15,754
Closed -$4.17M – 34
2025
Q1 		$4.17M Sell
15,754
-183,410
-92% -$63.2M 0.19% 28
2024
Q4 		$64.5M Buy
+199,164
New +$50.4M 1.91% 21
2021
Q3 		– Sell
-101,425
Closed -$7.62M – 31
2021
Q2 		$7.62M Buy
+101,425
New +$7M 0.48% 27

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Anomaly Capital Management's APP Position: Q2 2025 in Review

Anomaly Capital Management sold out of Applovin (APP) in Q2 2025, closing a stake of 15,754 shares — an estimated $4.17M sold.

Anomaly Capital Management first reported a position in APP in Q2 2021 and held it in 3 quarters. The position peaked at $64.5M in Q4 2024. 1,202 funds tracked by Wall St. Rank hold APP as of Q2 2025.

  • Anomaly Capital Management reported no remaining Applovin position as of Q2 2025 after selling out during the quarter.
  • Anomaly Capital Management sold 15,754 Applovin shares in Q2 2025, an estimated $4.17M.
  • Anomaly Capital Management first reported a position in Applovin in Q2 2021 and held it in 3 quarters.
  • Anomaly Capital Management's Applovin position peaked at $64.5M in Q4 2024.
  • 1,202 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on Anomaly Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.