BluePath Capital Management’s Applovin APP Stock Holding History

BluePath 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
2026 Q2	$1.78M	Buy	3,451 +585	+20%	+$282K	0.97%	19
2026 Q1	$1.14M	Sell	2,866 -655	-19%	-$317K	0.79%	45
2025 Q4	$2.37M	Sell	3,521 -17	-0.5%	-$10.7K	1.6%	9
2025 Q3	$2.54M	Sell	3,538 -50	-1%	-$23.1K	1.86%	8
2025 Q2	$1.26M	Buy	3,588 +362	+11%	+$117K	1.1%	20
2025 Q1	$855K	Buy	3,226 +2,007	+165%	+$692K	0.89%	24
2024 Q4	$385K	Buy	+1,219	New	+$308K	0.21%	83
2023 Q4	–	Sell	-825	Closed	-$33K	–	120
2023 Q3	$33K	Buy	+825	New	+$29.3K	0.03%	241

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

BluePath Capital Management's APP Position: Q2 2026 in Review

BluePath Capital Management increased its Applovin (APP) stake by 20% in Q2 2026, buying an estimated $282K and bringing the position to 3,451 shares worth $1.78M. The position accounts for 0.97% of the portfolio, ranked #19.

BluePath Capital Management first reported a position in APP in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.54M in Q3 2025. 364 funds tracked by Wall St. Rank hold APP as of Q2 2026.

BluePath Capital Management held 3,451 shares of Applovin worth $1.78M as of Q2 2026.
BluePath Capital Management bought 585 Applovin shares in Q2 2026, an estimated $282K.
Applovin made up 0.97% of BluePath Capital Management's portfolio in Q2 2026, its #19 holding.
BluePath Capital Management first reported a position in Applovin in Q3 2023 and has held it in 8 quarters since.
BluePath Capital Management's Applovin position peaked at $2.54M in Q3 2025.
364 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.