Discovery Capital Management’s Applovin APP Stock Holding History
Bought
Maintained
Sold
Other funds holding APP
Discovery Capital Management's APP Position: Q2 2026 in Review
Discovery Capital Management increased its Applovin (APP) stake by 64% in Q2 2026, buying an estimated $15.6M and bringing the position to 83,040 shares worth $42.8M. The position accounts for 1.78% of the portfolio, ranked #16.
Discovery Capital Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.
- Discovery Capital Management held 83,040 shares of Applovin worth $42.8M as of Q2 2026.
- Discovery Capital Management bought 32,400 Applovin shares in Q2 2026, an estimated $15.6M.
- Applovin made up 1.78% of Discovery Capital Management's portfolio in Q2 2026, its #16 holding.
- Discovery Capital Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
- 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.
Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.