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McAdam LLC’s Applovin APP Stock Holding History

McAdam LLC’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 		$629K Buy
1,220
+16
+1% +$7.72K 0.02% 235
2026
Q1 		$479K Buy
1,204
+244
+25% +$118K 0.02% 250
2025
Q4 		$647K Sell
960
-294
-23% -$185K 0.03% 199
2025
Q3 		$901K Sell
1,254
-603
-32% -$278K 0.04% 152
2025
Q2 		$650K Sell
1,857
-83
-4% -$26.9K 0.04% 177
2025
Q1 		$514K Buy
1,940
+685
+55% +$236K 0.03% 189
2024
Q4 		$406K Buy
+1,255
New +$317K 0.02% 226

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

McAdam LLC's APP Position: Q2 2026 in Review

McAdam LLC increased its Applovin (APP) stake by 1.3% in Q2 2026, buying an estimated $7.72K and bringing the position to 1,220 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #235.

McAdam LLC first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $901K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • McAdam LLC held 1,220 shares of Applovin worth $629K as of Q2 2026.
  • McAdam LLC bought 16 Applovin shares in Q2 2026, an estimated $7.72K.
  • Applovin made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #235 holding.
  • McAdam LLC first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • McAdam LLC's Applovin position peaked at $901K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.