DJE Kapital’s Applovin APP Stock Holding History

DJE Kapital’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	$7.27M	Buy	19,200 +18,200	+1,820%	+$8.8M	0.16%	73
2025 Q4	$688K	Buy	+1,000	New	+$630K	0.02%	94

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

DJE Kapital's APP Position: Q1 2026 in Review

DJE Kapital increased its Applovin (APP) stake by 1,820% in Q1 2026, buying an estimated $8.8M and bringing the position to 19,200 shares worth $7.27M. The position accounts for 0.16% of the portfolio, ranked #73.

DJE Kapital first reported a position in APP in Q4 2025 and has held it in 2 quarters since. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

DJE Kapital held 19,200 shares of Applovin worth $7.27M as of Q1 2026.
DJE Kapital bought 18,200 Applovin shares in Q1 2026, an estimated $8.8M.
Applovin made up 0.16% of DJE Kapital's portfolio in Q1 2026, its #73 holding.
DJE Kapital first reported a position in Applovin in Q4 2025 and has held it in 2 quarters since.
1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on DJE Kapital's 13F filing for Q1 2026, filed 8 May 2026.