KPM
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Kinetic Partners Management’s Applovin APP Stock Holding History

Kinetic Partners 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
2026
Q1 		$22.2M Sell
55,886
-33,320
-37% -$16.1M 1.24% 31
2025
Q4 		$60.1M Sell
89,206
-38,900
-30% -$24.5M 2.92% 13
2025
Q3 		$92M Buy
128,106
+8,930
+7% +$4.12M 4.46% 6
2025
Q2 		$41.7M Sell
119,176
-25,578
-18% -$8.29M 2.28% 19
2025
Q1 		$38.4M Sell
144,754
-93,200
-39% -$32.1M 2.75% 13
2024
Q4 		$77.1M Sell
237,954
-41,300
-15% -$10.4M 5.07% 6
2024
Q3 		$36.5M Buy
+279,254
New +$25.5M 2.53% 18

Other funds holding APP

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kinetic Partners Management's APP Position: Q1 2026 in Review

Kinetic Partners Management reduced its Applovin (APP) stake by 37% in Q1 2026, selling an estimated $16.1M and leaving 55,886 shares worth $22.2M. The position accounts for 1.24% of the portfolio, ranked #31.

Kinetic Partners Management first reported a position in APP in Q3 2024 and has held it in 7 quarters since. The position peaked at $92M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Kinetic Partners Management held 55,886 shares of Applovin worth $22.2M as of Q1 2026.
  • Kinetic Partners Management sold 33,320 Applovin shares in Q1 2026, an estimated $16.1M.
  • Applovin made up 1.24% of Kinetic Partners Management's portfolio in Q1 2026, its #31 holding.
  • Kinetic Partners Management first reported a position in Applovin in Q3 2024 and has held it in 7 quarters since.
  • Kinetic Partners Management's Applovin position peaked at $92M in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.