Nishkama Capital LLC’s Applovin APP Stock Holding History

Nishkama Capital LLC’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 Q1	–	Sell	-36,000	Closed	-$24.3M	–	55
2025 Q4	$24.3M	Sell	36,000 -11,100	-24%	-$6.99M	0.97%	18
2025 Q3	$33.8M	Buy	+47,100	New	+$21.7M	0.81%	25

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Nishkama Capital LLC's APP Position: Q1 2026 in Review

Nishkama Capital LLC sold out of Applovin (APP) in Q1 2026, closing a stake of 36,068 shares — an estimated $24.3M sold.

Nishkama Capital LLC first reported a position in APP in Q4 2024 and held it in 5 quarters. The position peaked at $44.3M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Nishkama Capital LLC reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Nishkama Capital LLC sold 36,068 Applovin shares in Q1 2026, an estimated $24.3M.
Nishkama Capital LLC first reported a position in Applovin in Q4 2024 and held it in 5 quarters.
Nishkama Capital LLC's Applovin position peaked at $44.3M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Nishkama Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.