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Metavasi Capital’s Applovin APP Stock Holding History

Metavasi 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
2026
Q2 		$35.2M Buy
68,398
+7,231
+12% +$3.49M 12.29% 1
2026
Q1 		$24.3M Buy
61,167
+33,230
+119% +$16.1M 8.81% 2
2025
Q4 		$18.8M Sell
27,937
-30,474
-52% -$19.2M 7.67% 3
2025
Q3 		$42M Sell
58,411
-14,784
-20% -$6.82M 12.68% 1
2025
Q2 		$25.6M Buy
73,195
+17,474
+31% +$5.67M 10.46% 1
2025
Q1 		$14.8M Hold
55,721
– – 9.38% 3
2024
Q4 		$18M Sell
55,721
-74,000
-57% -$18.7M 6.38% 4
2024
Q3 		$16.9M Sell
129,721
-24,500
-16% -$2.24M 7.69% 1
2024
Q2 		$12.8M Sell
154,221
-5,096
-3% -$395K 6.73% 1
2024
Q1 		$11M Sell
159,317
-77,516
-33% -$4.1M 6.41% 3
2023
Q4 		$9.44M Sell
236,833
-114,967
-33% -$4.51M 3.67% 6
2023
Q3 		$14.1M Sell
351,800
-49,000
-12% -$1.74M 7.92% 1
2023
Q2 		$10.3M Buy
400,800
+184,300
+85% +$3.81M 6.72% 5
2023
Q1 		$3.41M Buy
+216,500
New +$2.84M 2.54% 16
2022
Q2 		– Sell
-293,640
Closed -$16.2M – 25
2022
Q1 		$16.2M Buy
293,640
+92,640
+46% +$5.9M 8.74% 2
2021
Q4 		$18.9M Buy
+201,000
New +$18.7M 2.66% 3

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

Metavasi Capital's APP Position: Q2 2026 in Review

Metavasi Capital increased its Applovin (APP) stake by 12% in Q2 2026, buying an estimated $3.49M and bringing the position to 68,398 shares worth $35.2M. The position accounts for 12.29% of the portfolio, ranked #1.

Metavasi Capital first reported a position in APP in Q4 2021 and has held it in 16 quarters since. The position peaked at $42M in Q3 2025. 1,461 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Metavasi Capital held 68,398 shares of Applovin worth $35.2M as of Q2 2026.
  • Metavasi Capital bought 7,231 Applovin shares in Q2 2026, an estimated $3.49M.
  • Applovin made up 12.29% of Metavasi Capital's portfolio in Q2 2026, its #1 holding.
  • Metavasi Capital first reported a position in Applovin in Q4 2021 and has held it in 16 quarters since.
  • Metavasi Capital's Applovin position peaked at $42M in Q3 2025.
  • 1,461 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Metavasi Capital's 13F filing for Q2 2026, filed 14 Aug 2026.