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Capricorn Fund Managers’s Applovin APP Stock Holding History

Capricorn Fund Managers’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 		$31.6M Buy
+61,276
New +$29.6M 2.49% 5
2026
Q1 		– Sell
-6,000
Closed -$4.04M – 115
2025
Q4 		$4.04M Buy
+6,000
New +$3.78M 0.97% 39

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capricorn Fund Managers's APP Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in Applovin (APP) in Q2 2026: 61,276 shares worth $31.6M. The stake represents 2.49% of the portfolio and ranks #5 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in APP as recently as Q4 2025.

Capricorn Fund Managers first reported a position in APP in Q4 2025 and has held it in 2 quarters since. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Capricorn Fund Managers held 61,276 shares of Applovin worth $31.6M as of Q2 2026.
  • Applovin was a new Capricorn Fund Managers position in Q2 2026.
  • Applovin made up 2.49% of Capricorn Fund Managers's portfolio in Q2 2026, its #5 holding.
  • Capricorn Fund Managers first reported a position in Applovin in Q4 2025 and has held it in 2 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.