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Munro Partners’s Applovin APP Stock Holding History

Munro Partners’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
Q2 		– Sell
-3,590
Closed -$951K – 67
2025
Q1 		$951K Buy
3,590
+170
+5% +$58.6K 0.04% 57
2024
Q4 		$1.11M Sell
3,420
-1,345
-28% -$340K 0.04% 56
2024
Q3 		$622K Sell
4,765
-271,654
-98% -$24.8M 0.02% 50
2024
Q2 		$23M Sell
276,419
-175,316
-39% -$13.6M 0.85% 27
2024
Q1 		$31.3M Buy
451,735
+447,675
+11,026% +$23.7M 1.12% 29
2023
Q4 		$162K Buy
+4,060
New +$159K 0.01% 50

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Munro Partners's APP Position: Q2 2025 in Review

Munro Partners sold out of Applovin (APP) in Q2 2025, closing a stake of 3,590 shares — an estimated $951K sold.

Munro Partners first reported a position in APP in Q4 2023 and held it in 6 quarters. The position peaked at $31.3M in Q1 2024. 1,201 funds tracked by Wall St. Rank hold APP as of Q2 2025.

  • Munro Partners reported no remaining Applovin position as of Q2 2025 after selling out during the quarter.
  • Munro Partners sold 3,590 Applovin shares in Q2 2025, an estimated $951K.
  • Munro Partners first reported a position in Applovin in Q4 2023 and held it in 6 quarters.
  • Munro Partners's Applovin position peaked at $31.3M in Q1 2024.
  • 1,201 funds tracked by Wall St. Rank held Applovin as of Q2 2025.

Based on Munro Partners's 13F filing for Q2 2025, filed 27 Aug 2025.