Hiddenite Capital Partners’s Applovin APP Stock Holding History

Hiddenite Capital Partners’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
2025 Q3	–	Sell	-50,000	Closed	-$17.5M	–	32
2025 Q2	$17.5M	Buy	50,000 +10,000	+25%	+$3.24M	4.58%	6
2025 Q1	$10.6M	Buy	+40,000	New	+$13.8M	3.68%	7
2024 Q3	–	Sell	-250,000	Closed	-$20.8M	–	40
2024 Q2	$20.8M	Buy	+250,000	New	+$19.4M	6.52%	3
2024 Q1	–	Sell	-450,000	Closed	-$17.9M	–	38
2023 Q4	$17.9M	Buy	450,000 +150,000	+50%	+$5.88M	10.71%	2
2023 Q3	$12M	Buy	+300,000	New	+$10.6M	8.02%	1

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

Hiddenite Capital Partners's APP Position: Q1 2026 in Review

Hiddenite Capital Partners opened a new position in Applovin (APP) in Q1 2026: 40,000 shares worth $15.9M. The stake represents 4.18% of the portfolio and ranks #8 among its holdings. This is a return to the name: Hiddenite Capital Partners previously reported a position in APP as recently as Q2 2025.

Hiddenite Capital Partners first reported a position in APP in Q4 2021 and has held it in 12 quarters since. The position peaked at $25.9M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Hiddenite Capital Partners held 40,000 shares of Applovin worth $15.9M as of Q1 2026.
Applovin was a new Hiddenite Capital Partners position in Q1 2026.
Applovin made up 4.18% of Hiddenite Capital Partners's portfolio in Q1 2026, its #8 holding.
Hiddenite Capital Partners first reported a position in Applovin in Q4 2021 and has held it in 12 quarters since.
Hiddenite Capital Partners's Applovin position peaked at $25.9M in Q4 2024.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Hiddenite Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.