LAM
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LECAP Asset Management’s Applovin APP Stock Holding History

LECAP Asset 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
2025
Q2 		– Sell
-6,083
Closed -$1.61M – 291
2025
Q1 		$1.61M Buy
6,083
+2,070
+52% +$713K 0.38% 119
2024
Q4 		$1.3M Buy
+4,013
New +$1.02M 0.35% 121
2024
Q1 		– Sell
-26,014
Closed -$1.04M – 290
2023
Q4 		$1.04M Buy
+26,014
New +$1.02M 0.38% 104

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LECAP Asset Management's APP Position: Q2 2025 in Review

LECAP Asset Management sold out of Applovin (APP) in Q2 2025, closing a stake of 6,083 shares — an estimated $1.61M sold.

LECAP Asset Management first reported a position in APP in Q4 2023 and held it in 3 quarters. The position peaked at $1.61M in Q1 2025. 1,202 funds tracked by Wall St. Rank hold APP as of Q2 2025.

  • LECAP Asset Management reported no remaining Applovin position as of Q2 2025 after selling out during the quarter.
  • LECAP Asset Management sold 6,083 Applovin shares in Q2 2025, an estimated $1.61M.
  • LECAP Asset Management first reported a position in Applovin in Q4 2023 and held it in 3 quarters.
  • LECAP Asset Management's Applovin position peaked at $1.61M in Q1 2025.
  • 1,202 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on LECAP Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.