Maplelane Capital’s Applovin APP Stock Holding History

Maplelane Capital’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 Q3	–	Sell	-240,000	Closed	-$84M	–	93
2025 Q2	$84M	Sell	240,000 -100,000	-29%	-$32.4M	2.36%	13
2025 Q1	$90.1M	Sell	340,000 -113,810	-25%	-$39.2M	3.72%	6
2024 Q4	$147M	Buy	+453,810	New	+$115M	4.26%	5

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

Maplelane Capital's APP Position: Q1 2026 in Review

Maplelane Capital sold out of Applovin (APP) in Q1 2026, closing a stake of 23,500 shares — an estimated $15.8M sold.

Maplelane Capital first reported a position in APP in Q4 2024 and held it in 5 quarters. The position peaked at $120M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Maplelane Capital reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Maplelane Capital sold 23,500 Applovin shares in Q1 2026, an estimated $15.8M.
Maplelane Capital first reported a position in Applovin in Q4 2024 and held it in 5 quarters.
Maplelane Capital's Applovin position peaked at $120M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Maplelane Capital's 13F filing for Q1 2026, filed 14 May 2026.