Builders Union’s Applovin APP Stock Holding History

Builders Union’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
2022 Q2	–	Sell	-171,855	Closed	-$9.46M	–	11
2022 Q1	$9.46M	Sell	171,855 -58,793	-25%	-$3.74M	6.37%	8
2021 Q4	$21.7M	Sell	230,648 -19,360	-8%	-$1.8M	9.79%	4
2021 Q3	$18.1M	Buy	250,008 +128,499	+106%	+$8.74M	7.1%	7
2021 Q2	$9.13M	Buy	+121,509	New	+$8.39M	1.33%	13

Other funds holding APP

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

NetEase Inc Hangzhou, China $934M AUM 11.31% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Builders Union's APP Position: Q2 2022 in Review

Builders Union sold out of Applovin (APP) in Q2 2022, closing a stake of 171,855 shares — an estimated $9.46M sold.

Builders Union first reported a position in APP in Q2 2021 and held it in 4 quarters. The position peaked at $21.7M in Q4 2021. 228 funds tracked by Wall St. Rank hold APP as of Q2 2022.

Builders Union reported no remaining Applovin position as of Q2 2022 after selling out during the quarter.
Builders Union sold 171,855 Applovin shares in Q2 2022, an estimated $9.46M.
Builders Union first reported a position in Applovin in Q2 2021 and held it in 4 quarters.
Builders Union's Applovin position peaked at $21.7M in Q4 2021.
228 funds tracked by Wall St. Rank held Applovin as of Q2 2022.

Based on Builders Union's 13F filing for Q2 2022, filed 15 Aug 2022.