Honeycomb Asset Management’s Applovin APP Stock Holding History

Honeycomb Asset Management’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	-28,500	Closed	-$9.23M	–	28
2024 Q4	$9.23M	Buy	+28,500	New	+$7.21M	3.44%	11
2024 Q1	–	Sell	-200,000	Closed	-$7.97M	–	35
2023 Q4	$7.97M	Sell	200,000 -274,014	-58%	-$10.7M	1.91%	20
2023 Q3	$18.9M	Buy	+474,014	New	+$16.8M	4.45%	7
2022 Q2	–	Sell	-200,000	Closed	-$11M	–	30
2022 Q1	$11M	Buy	+200,000	New	+$12.7M	1.41%	26

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Honeycomb Asset Management's APP Position: Q1 2025 in Review

Honeycomb Asset Management sold out of Applovin (APP) in Q1 2025, closing a stake of 28,500 shares — an estimated $9.23M sold.

Honeycomb Asset Management first reported a position in APP in Q1 2022 and held it in 4 quarters. The position peaked at $18.9M in Q3 2023. 1,015 funds tracked by Wall St. Rank hold APP as of Q1 2025.

Honeycomb Asset Management reported no remaining Applovin position as of Q1 2025 after selling out during the quarter.
Honeycomb Asset Management sold 28,500 Applovin shares in Q1 2025, an estimated $9.23M.
Honeycomb Asset Management first reported a position in Applovin in Q1 2022 and held it in 4 quarters.
Honeycomb Asset Management's Applovin position peaked at $18.9M in Q3 2023.
1,015 funds tracked by Wall St. Rank held Applovin as of Q1 2025.

Based on Honeycomb Asset Management's 13F filing for Q1 2025, filed 15 May 2025.