Blue Line Capital’s Applovin APP Stock Holding History

Blue Line 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
2026 Q2	$155K	Buy	+300	New	+$145K	0.13%	79

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

Blue Line Capital's APP Position: Q2 2026 in Review

Blue Line Capital increased its Applovin (APP) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 2,252 shares worth $1.16M. The position accounts for 0.97% of the portfolio, ranked #35.

Blue Line Capital first reported a position in APP in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Blue Line Capital held 2,252 shares of Applovin worth $1.16M as of Q2 2026.
Blue Line Capital bought 293 Applovin shares in Q2 2026, an estimated $141K.
Applovin made up 0.97% of Blue Line Capital's portfolio in Q2 2026, its #35 holding.
Blue Line Capital first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Blue Line Capital's 13F filing for Q2 2026, filed 30 Jul 2026.