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
Q2 		$98.5M Hold
191,225
– – 19.48% 1
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

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keenan Capital's APP Position: Q2 2026 in Review

Keenan Capital held its Applovin (APP) position steady in Q2 2026 at 191,225 shares worth $98.5M. The position accounts for 19.48% of the portfolio, ranked #1.

Keenan Capital first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $148M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Keenan Capital held 191,225 shares of Applovin worth $98.5M as of Q2 2026.
  • Keenan Capital left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 19.48% of Keenan Capital's portfolio in Q2 2026, its #1 holding.
  • Keenan Capital first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Keenan Capital's Applovin position peaked at $148M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Keenan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.