LB Partners’s Applovin APP Stock Holding History

LB Partners’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
2025 Q2	–	Sell	-2,500	Closed	-$666K	–	24
2025 Q1	$666K	Buy	+2,500	New	+$862K	0.48%	17

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LB Partners's APP Position: Q2 2025 in Review

LB Partners sold out of Applovin (APP) in Q2 2025, closing a stake of 2,500 shares — an estimated $666K sold.

LB Partners first reported a position in APP in Q1 2025 and held it in 1 quarter. The position peaked at $666K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold APP as of Q2 2025.

LB Partners reported no remaining Applovin position as of Q2 2025 after selling out during the quarter.
LB Partners sold 2,500 Applovin shares in Q2 2025, an estimated $666K.
LB Partners first reported a position in Applovin in Q1 2025 and held it in 1 quarter.
LB Partners's Applovin position peaked at $666K in Q1 2025.
1,199 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on LB Partners's 13F filing for Q2 2025, filed 29 Jul 2025.