Blue Whale Capital
APP icon

Blue Whale Capital’s Applovin APP Stock Holding History

Blue Whale 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
Q3 		– Sell
-163,694
Closed -$84.3M – 26
2026
Q2 		$84.3M Buy
163,694
+14,594
+10% +$7.04M 2.68% 12
2026
Q1 		$59.3M Buy
149,100
+45,183
+43% +$21.8M 2.82% 12
2025
Q4 		$70M Buy
103,917
+42,427
+69% +$26.7M 3.59% 9
2025
Q3 		$44.2M Buy
+61,490
New +$28.4M 2.44% 15

Other funds holding APP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Blue Whale Capital's APP Position: Q3 2026 in Review

Blue Whale Capital sold out of Applovin (APP) in Q3 2026, closing a stake of 163,694 shares — an estimated $84.3M sold.

Blue Whale Capital first reported a position in APP in Q3 2025 and held it in 4 quarters. The position peaked at $84.3M in Q2 2026. 1,029 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Blue Whale Capital reported no remaining Applovin position as of Q3 2026 after selling out during the quarter.
  • Blue Whale Capital sold 163,694 Applovin shares in Q3 2026, an estimated $84.3M.
  • Blue Whale Capital first reported a position in Applovin in Q3 2025 and held it in 4 quarters.
  • Blue Whale Capital's Applovin position peaked at $84.3M in Q2 2026.
  • 1,029 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Blue Whale Capital's 13F filing for Q3 2026, filed 13 Nov 2026.