Castle Hook Partners’s Applovin APP Stock Holding History

Castle Hook Partners’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	$61.2M	Buy	118,710 +103,710	+691%	+$50.1M	0.28%	39
2026 Q1	$5.97M	Sell	15,000 -378,813	-96%	-$183M	0.03%	40
2025 Q4	$265M	Sell	393,813 -211,206	-35%	-$133M	1.1%	11
2025 Q3	$435M	Buy	605,019 +378,848	+168%	+$175M	2.2%	9
2025 Q2	$79.2M	Sell	226,171 -37,835	-14%	-$12.3M	0.45%	33
2025 Q1	$70M	Sell	264,006 -369,635	-58%	-$127M	0.72%	23
2024 Q4	$205M	Buy	+633,641	New	+$160M	2.54%	10

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

Castle Hook Partners's APP Position: Q2 2026 in Review

Castle Hook Partners increased its Applovin (APP) stake by 691% in Q2 2026, buying an estimated $50.1M and bringing the position to 118,710 shares worth $61.2M. The position accounts for 0.28% of the portfolio, ranked #39.

Castle Hook Partners first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $435M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Castle Hook Partners held 118,710 shares of Applovin worth $61.2M as of Q2 2026.
Castle Hook Partners bought 103,710 Applovin shares in Q2 2026, an estimated $50.1M.
Applovin made up 0.28% of Castle Hook Partners's portfolio in Q2 2026, its #39 holding.
Castle Hook Partners first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
Castle Hook Partners's Applovin position peaked at $435M in Q3 2025.
1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Castle Hook Partners's 13F filing for Q2 2026, filed 14 Aug 2026.