CCP
APP icon

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
Q2 		$14.4M Hold
28,037
– – 5.83% 5
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
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

Cunning Capital Partners's APP Position: Q2 2026 in Review

Cunning Capital Partners held its Applovin (APP) position steady in Q2 2026 at 28,037 shares worth $14.4M. The position accounts for 5.83% of the portfolio, ranked #5.

Cunning Capital Partners first reported a position in APP in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.1M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Cunning Capital Partners held 28,037 shares of Applovin worth $14.4M as of Q2 2026.
  • Cunning Capital Partners left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 5.83% of Cunning Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Cunning Capital Partners first reported a position in Applovin in Q4 2023 and has held it in 11 quarters since.
  • Cunning Capital Partners's Applovin position peaked at $20.1M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Cunning Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.