JCM
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JAT Capital Management’s Applovin APP Stock Holding History

JAT Capital 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
-114,081
Closed -$36.9M – 26
2024
Q4 		$36.9M Buy
114,081
+19,081
+20% +$4.83M 5.85% 4
2024
Q3 		$12.4M Buy
+95,000
New +$8.67M 2% 19
2024
Q2 		– Sell
-121,690
Closed -$8.42M – 48
2024
Q1 		$8.42M Buy
+121,690
New +$6.44M 1.05% 20
2022
Q3 		– Sell
-440,000
Closed -$15.2M – 36
2022
Q2 		$15.2M Buy
440,000
+433,592
+6,766% +$17.4M 4.31% 8
2022
Q1 		$353K Sell
6,408
-106,645
-94% -$6.79M 0.11% 37
2021
Q4 		$10.7M Buy
+113,053
New +$10.5M 3.17% 12

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAT Capital Management's APP Position: Q1 2025 in Review

JAT Capital Management sold out of Applovin (APP) in Q1 2025, closing a stake of 114,081 shares — an estimated $36.9M sold.

JAT Capital Management first reported a position in APP in Q4 2021 and held it in 6 quarters. The position peaked at $36.9M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold APP as of Q1 2025.

  • JAT Capital Management reported no remaining Applovin position as of Q1 2025 after selling out during the quarter.
  • JAT Capital Management sold 114,081 Applovin shares in Q1 2025, an estimated $36.9M.
  • JAT Capital Management first reported a position in Applovin in Q4 2021 and held it in 6 quarters.
  • JAT Capital Management's Applovin position peaked at $36.9M in Q4 2024.
  • 1,017 funds tracked by Wall St. Rank held Applovin as of Q1 2025.

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