KCM Capital’s Applovin APP Stock Holding History

KCM Capital’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	$20.6M	Hold	40,000	–	–	3.34%	11
2026 Q1	$15.9M	Sell	40,000 -10,000	-20%	-$4.83M	2.56%	16
2025 Q4	$33.7M	Buy	+50,000	New	+$31.5M	6.44%	6

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM Capital's APP Position: Q2 2026 in Review

KCM Capital held its Applovin (APP) position steady in Q2 2026 at 40,000 shares worth $20.6M. The position accounts for 3.34% of the portfolio, ranked #11.

KCM Capital first reported a position in APP in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.7M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

KCM Capital held 40,000 shares of Applovin worth $20.6M as of Q2 2026.
KCM Capital left its Applovin share count unchanged in Q2 2026.
Applovin made up 3.34% of KCM Capital's portfolio in Q2 2026, its #11 holding.
KCM Capital first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
KCM Capital's Applovin position peaked at $33.7M in Q4 2025.
1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on KCM Capital's 13F filing for Q2 2026, filed 12 Aug 2026.