Hel Ved Capital Management’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-1,238
Closed -$890K – 54
2025
Q3
$890K Sell
1,238
-1,762
-59% -$813K 0.19% 64
2025
Q2
$1.05M Buy
3,000
+1,062
+55% +$344K 0.28% 59
2025
Q1
$514K Buy
+1,938
New +$668K 0.19% 58

Other funds holding APP

Hel Ved Capital Management's APP Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Applovin (APP) in Q4 2025, closing a stake of 1,238 shares — an estimated $890K sold.

Hel Ved Capital Management first reported a position in APP in Q1 2025 and held it in 3 quarters. The position peaked at $1.05M in Q2 2025. 1,593 funds tracked by Wall St. Rank hold APP as of Q4 2025.

  • Hel Ved Capital Management reported no remaining Applovin position as of Q4 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 1,238 Applovin shares in Q4 2025, an estimated $890K.
  • Hel Ved Capital Management first reported a position in Applovin in Q1 2025 and held it in 3 quarters.
  • Hel Ved Capital Management's Applovin position peaked at $1.05M in Q2 2025.
  • 1,593 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.