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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
2026
Q2 		$25.8M Buy
+50,000
New +$24.1M 2.21% 9
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
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

Hiddenite Capital Partners's APP Position: Q2 2026 in Review

Hiddenite Capital Partners increased its Applovin (APP) stake by 50% in Q2 2026, buying an estimated $9.65M and bringing the position to 60,000 shares worth $30.9M. The position accounts for 2.66% of the portfolio, ranked #7.

Hiddenite Capital Partners first reported a position in APP in Q4 2021 and has held it in 13 quarters since. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Hiddenite Capital Partners held 60,000 shares of Applovin worth $30.9M as of Q2 2026.
  • Hiddenite Capital Partners bought 20,000 Applovin shares in Q2 2026, an estimated $9.65M.
  • Applovin made up 2.66% of Hiddenite Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Hiddenite Capital Partners first reported a position in Applovin in Q4 2021 and has held it in 13 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Hiddenite Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.