KC
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Keenan Capital’s Applovin APP Stock Holding History

Keenan 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
Q1 		$76.1M Buy
191,225
+14,500
+8% +$7.01M 16.06% 1
2025
Q4 		$119M Sell
176,725
-28,985
-14% -$18.3M 21.69% 1
2025
Q3 		$148M Sell
205,710
-60,800
-23% -$28M 28.85% 1
2025
Q2 		$93.3M Buy
266,510
+1,000
+0.4% +$324K 21.79% 1
2025
Q1 		$70.4M Buy
265,510
+85,783
+48% +$29.6M 16.18% 2
2024
Q4 		$58.2M Sell
179,727
-382,563
-68% -$96.8M 11.76% 4
2024
Q3 		$73.4M Sell
562,290
-196,000
-26% -$17.9M 16.25% 2
2024
Q2 		$63.1M Sell
758,290
-164,740
-18% -$12.8M 15.45% 2
2024
Q1 		$63.9M Sell
923,030
-340,907
-27% -$18.1M 16.36% 1
2023
Q4 		$50.4M Sell
1,263,937
-382,000
-23% -$15M 11.87% 3
2023
Q3 		$65.8M Hold
1,645,937
– – 11.61% 2
2023
Q2 		$42.3M Hold
1,645,937
– – 7.59% 9
2023
Q1 		$25.9M Buy
1,645,937
+550,000
+50% +$7.21M 4.71% 9
2022
Q4 		$11.5M Sell
1,095,937
-930,663
-46% -$13.7M 2.31% 11
2022
Q3 		$39.5M Buy
2,026,600
+748,963
+59% +$22.4M 7.5% 9
2022
Q2 		$44M Sell
1,277,637
-96,000
-7% -$3.86M 8.37% 7
2022
Q1 		$75.6M Buy
1,373,637
+80,925
+6% +$5.15M 10.58% 3
2021
Q4 		$122M Hold
1,292,712
– – 15.39% 1
2021
Q3 		$93.6M Buy
1,292,712
+546,000
+73% +$37.1M 12.98% 1
2021
Q2 		$56.1M Buy
+746,712
New +$51.6M 7.69% 7

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BlackRock New York $5.7T 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return