Mitchell Capital Management’s Applovin APP Stock Holding History

Mitchell Capital 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
2026 Q2	$5.03M	Buy	9,762 +241	+3%	+$116K	0.77%	45
2026 Q1	$3.79M	Buy	9,521 +3,565	+60%	+$1.72M	0.7%	50
2025 Q4	$4.01M	Buy	5,956 +27	+0.5%	+$17K	0.72%	46
2025 Q3	$4.26M	Sell	5,929 -2,782	-32%	-$1.28M	0.73%	47
2025 Q2	$3.17M	Buy	+8,711	New	+$2.82M	0.59%	52

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell Capital Management's APP Position: Q2 2026 in Review

Mitchell Capital Management increased its Applovin (APP) stake by 2.5% in Q2 2026, buying an estimated $116K and bringing the position to 9,762 shares worth $5.03M. The position accounts for 0.77% of the portfolio, ranked #45.

Mitchell Capital Management first reported a position in APP in Q2 2025 and has held it in 5 quarters since. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Mitchell Capital Management held 9,762 shares of Applovin worth $5.03M as of Q2 2026.
Mitchell Capital Management bought 241 Applovin shares in Q2 2026, an estimated $116K.
Applovin made up 0.77% of Mitchell Capital Management's portfolio in Q2 2026, its #45 holding.
Mitchell Capital Management first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.