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EWA LLC’s Applovin APP Stock Holding History

EWA LLC’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 		$382K Buy
742
+98
+15% +$47.3K 0.07% 178
2026
Q1 		$256K Sell
644
-557
-46% -$269K 0.06% 192
2025
Q4 		$809K Buy
1,201
+806
+204% +$508K 0.2% 62
2025
Q3 		$284K Buy
+395
New +$182K 0.08% 138

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

EWA LLC's APP Position: Q2 2026 in Review

EWA LLC increased its Applovin (APP) stake by 15% in Q2 2026, buying an estimated $47.3K and bringing the position to 742 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #178.

EWA LLC first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $809K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • EWA LLC held 742 shares of Applovin worth $382K as of Q2 2026.
  • EWA LLC bought 98 Applovin shares in Q2 2026, an estimated $47.3K.
  • Applovin made up 0.07% of EWA LLC's portfolio in Q2 2026, its #178 holding.
  • EWA LLC first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • EWA LLC's Applovin position peaked at $809K in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.