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Churchill Management’s Applovin APP Stock Holding History

Churchill 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
2025
Q2 		$3.67M Sell
10,492
-59
-0.6% -$19.1K 0.04% 110
2025
Q1 		$2.8M Buy
10,551
+7,835
+288% +$2.7M 0.04% 107
2024
Q4 		$880K Buy
2,716
+10
+0.4% +$2.53K 0.01% 140
2024
Q3 		$353K Buy
+2,706
New +$247K ﹤0.01% 145

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Churchill Management's APP Position: Q2 2025 in Review

Churchill Management reduced its Applovin (APP) stake by 0.56% in Q2 2025, selling an estimated $19.1K and leaving 10,492 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #110.

Churchill Management first reported a position in APP in Q3 2024 and has held it in 4 quarters since. 1,201 funds tracked by Wall St. Rank hold APP as of Q2 2025.

  • Churchill Management held 10,492 shares of Applovin worth $3.67M as of Q2 2025.
  • Churchill Management sold 59 Applovin shares in Q2 2025, an estimated $19.1K.
  • Applovin made up 0.04% of Churchill Management's portfolio in Q2 2025, its #110 holding.
  • Churchill Management first reported a position in Applovin in Q3 2024 and has held it in 4 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.