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 Q1	–	Sell	-39,500	Closed	-$12.8M	–	63
2024 Q4	$12.8M	Buy	+39,500	New	+$9.99M	0.42%	38

Other funds holding APP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.