DS
APP icon

Daniel Sundheim’s Applovin APP Stock Holding History

Daniel Sundheim’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 		$345M Hold
669,282
– – 0.99% 16
2026
Q1 		$266M Hold
669,282
– – 2.37% 19
2025
Q4 		$451M Sell
669,282
-167,500
-20% -$106M 4.21% 7
2025
Q3 		$601M Buy
836,782
+46,800
+6% +$21.6M 6.9% 2
2025
Q2 		$277M Sell
789,982
-18
-0% -$5.84K 3.84% 10
2025
Q1 		$209M Buy
790,000
+309,000
+64% +$106M 3.21% 11
2024
Q4 		$156M Buy
+481,000
New +$122M 2.59% 12

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

Daniel Sundheim's APP Position: Q2 2026 in Review

Daniel Sundheim held its Applovin (APP) position steady in Q2 2026 at 669,282 shares worth $345M. The position accounts for 0.99% of the portfolio, ranked #16.

Daniel Sundheim first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $601M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Daniel Sundheim held 669,282 shares of Applovin worth $345M as of Q2 2026.
  • Daniel Sundheim left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 0.99% of Daniel Sundheim's portfolio in Q2 2026, its #16 holding.
  • Daniel Sundheim first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Daniel Sundheim's Applovin position peaked at $601M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.