Cunning Capital Partners’s Applovin APP Stock Holding History

Cunning Capital 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 Q1	$11.2M	Hold	28,037	–	–	5.68%	4
2025 Q4	$18.9M	Hold	28,037	–	–	8.74%	1
2025 Q3	$20.1M	Sell	28,037 -5,460	-16%	-$2.52M	9.33%	1
2025 Q2	$11.7M	Hold	33,497	–	–	6.11%	2
2025 Q1	$8.88M	Sell	33,497 -193	-0.6%	-$66.5K	5.66%	2
2024 Q4	$10.9M	Sell	33,690 -4,145	-11%	-$1.05M	6.54%	2
2024 Q3	$4.94M	Hold	37,835	–	–	2.58%	6
2024 Q2	$3.15M	Hold	37,835	–	–	1.76%	11
2024 Q1	$2.62M	Hold	37,835	–	–	1.45%	15
2023 Q4	$1.51M	Buy	+37,835	New	+$1.48M	0.94%	61

Other funds holding APP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cunning Capital Partners's APP Position: Q1 2026 in Review

Cunning Capital Partners held its Applovin (APP) position steady in Q1 2026 at 28,037 shares worth $11.2M. The position accounts for 5.68% of the portfolio, ranked #4.

Cunning Capital Partners first reported a position in APP in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.1M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Cunning Capital Partners held 28,037 shares of Applovin worth $11.2M as of Q1 2026.
Cunning Capital Partners left its Applovin share count unchanged in Q1 2026.
Applovin made up 5.68% of Cunning Capital Partners's portfolio in Q1 2026, its #4 holding.
Cunning Capital Partners first reported a position in Applovin in Q4 2023 and has held it in 10 quarters since.
Cunning Capital Partners's Applovin position peaked at $20.1M in Q3 2025.
1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Cunning Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.