LMR Partners’s Applovin APP Stock Holding History

LMR 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
2026 Q1	$123M	Buy	+308,100	New	+$149M	0.27%	36
2025 Q4	–	Sell	-45,000	Closed	-$32.3M	–	1518
2025 Q3	$32.3M	Buy	+45,000	New	+$20.8M	0.14%	117
2025 Q2	–	Sell	-22,100	Closed	-$5.86M	–	1371
2025 Q1	$5.86M	Buy	+22,100	New	+$7.62M	0.05%	362

Other funds holding APP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

LMR Partners's APP Position: Q2 2025 in Review

LMR Partners sold out of Applovin (APP) in Q2 2025, closing a stake of 36,179 shares — an estimated $9.59M sold.

LMR Partners first reported a position in APP in Q1 2022 and held it in 5 quarters. The position peaked at $9.59M in Q1 2025. 1,199 funds tracked by Wall St. Rank hold APP as of Q2 2025.

LMR Partners reported no remaining Applovin position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 36,179 Applovin shares in Q2 2025, an estimated $9.59M.
LMR Partners first reported a position in Applovin in Q1 2022 and held it in 5 quarters.
LMR Partners's Applovin position peaked at $9.59M in Q1 2025.
1,199 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.