KPM
APP icon

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
Q2 		$17.9M Sell
34,786
-21,100
-38% -$10.2M 0.43% 38
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 $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

Kinetic Partners Management's APP Position: Q2 2026 in Review

Kinetic Partners Management reduced its Applovin (APP) stake by 38% in Q2 2026, selling an estimated $10.2M and leaving 34,786 shares worth $17.9M. The position accounts for 0.43% of the portfolio, ranked #38.

Kinetic Partners Management first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $92M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Kinetic Partners Management held 34,786 shares of Applovin worth $17.9M as of Q2 2026.
  • Kinetic Partners Management sold 21,100 Applovin shares in Q2 2026, an estimated $10.2M.
  • Applovin made up 0.43% of Kinetic Partners Management's portfolio in Q2 2026, its #38 holding.
  • Kinetic Partners Management first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • Kinetic Partners Management's Applovin position peaked at $92M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Kinetic Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.