HCP
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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
2025
Q1 		– Sell
-40,000
Closed -$13M – 37
2024
Q4 		$13M Sell
40,000
-60,000
-60% -$15.2M 3.61% 5
2024
Q3 		$13.1M Buy
+100,000
New +$9.12M 4.27% 6

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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.