NCL
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nishkama Capital LLC's APP Position: Q2 2026 in Review

Nishkama Capital LLC opened a new position in Applovin (APP) in Q2 2026: 29,171 shares worth $15M. The stake represents 0.46% of the portfolio and ranks #43 among its holdings. This is a return to the name: Nishkama Capital LLC previously reported a position in APP as recently as Q4 2025.

Nishkama Capital LLC first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.3M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Nishkama Capital LLC held 29,171 shares of Applovin worth $15M as of Q2 2026.
  • Applovin was a new Nishkama Capital LLC position in Q2 2026.
  • Applovin made up 0.46% of Nishkama Capital LLC's portfolio in Q2 2026, its #43 holding.
  • Nishkama Capital LLC first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • Nishkama Capital LLC's Applovin position peaked at $44.3M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Nishkama Capital LLC's 13F filing for Q2 2026, filed 14 Aug 2026.