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Morgens Waterfall Vintiadis & Co’s Applovin APP Stock Holding History

Morgens Waterfall Vintiadis & Co’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
Q1 		– Sell
-8,000
Closed -$2.59M – 18
2024
Q4 		$2.59M Buy
+8,000
New +$2.02M 1.98% 20

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's APP Position: Q1 2025 in Review

Morgens Waterfall Vintiadis & Co sold out of Applovin (APP) in Q1 2025, closing a stake of 8,000 shares — an estimated $2.59M sold.

Morgens Waterfall Vintiadis & Co first reported a position in APP in Q4 2024 and held it in 1 quarter. The position peaked at $2.59M in Q4 2024. 1,014 funds tracked by Wall St. Rank hold APP as of Q1 2025.

  • Morgens Waterfall Vintiadis & Co reported no remaining Applovin position as of Q1 2025 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 8,000 Applovin shares in Q1 2025, an estimated $2.59M.
  • Morgens Waterfall Vintiadis & Co first reported a position in Applovin in Q4 2024 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's Applovin position peaked at $2.59M in Q4 2024.
  • 1,014 funds tracked by Wall St. Rank held Applovin as of Q1 2025.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2025, filed 15 May 2025.