Discovery Capital Management’s Applovin APP Stock Holding History

Discovery Capital 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
2026 Q1	$20.2M	Buy	50,640 +13,400	+36%	+$6.48M	1.05%	32
2025 Q4	$25.1M	Buy	37,240 +6,900	+23%	+$4.35M	1.36%	30
2025 Q3	$21.8M	Buy	30,340 +2,600	+9%	+$1.2M	1.2%	26
2025 Q2	$9.71M	Sell	27,740 -1,300	-4%	-$421K	0.76%	35
2025 Q1	$7.69M	Sell	29,040 -11,700	-29%	-$4.03M	0.92%	28
2024 Q4	$13.2M	Sell	40,740 -202,460	-83%	-$51.2M	0.9%	35
2024 Q3	$31.7M	Buy	243,200 +12,700	+6%	+$1.16M	3.87%	9
2024 Q2	$19.2M	Buy	230,500 +158,000	+218%	+$12.3M	2.54%	17
2024 Q1	$5.02M	Buy	+72,500	New	+$3.84M	0.68%	31

Other funds holding APP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Geode Capital Management

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

Baillie Gifford & Co

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

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

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return