Headwater Capital’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3M Buy
+20,000
New +$9.65M 2.06% 13

Other funds holding APP

Headwater Capital's APP Position: Q2 2026 in Review

Headwater Capital opened a new position in Applovin (APP) in Q2 2026: 20,000 shares worth $10.3M. The stake represents 2.06% of the portfolio and ranks #13 among its holdings.

1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Headwater Capital held 20,000 shares of Applovin worth $10.3M as of Q2 2026.
  • Applovin was a new Headwater Capital position in Q2 2026.
  • Applovin made up 2.06% of Headwater Capital's portfolio in Q2 2026, its #13 holding.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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