No Street GP LP’s Applovin APP Stock Holding History

No Street GP LP’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 Q2	$87.1M	Sell	169,000 -12,000	-7%	-$5.79M	5.23%	6
2026 Q1	$72M	Buy	181,000 +39,500	+28%	+$19.1M	4.81%	9
2025 Q4	$95.3M	Sell	141,500 -63,500	-31%	-$40M	6.42%	5
2025 Q3	$147M	Sell	205,000 -135,000	-40%	-$62.3M	9.69%	1
2025 Q2	$119M	Sell	340,000 -98,000	-22%	-$31.8M	8.76%	2
2025 Q1	$116M	Buy	438,000 +8,000	+2%	+$2.76M	9.04%	2
2024 Q4	$139M	Sell	430,000 -305,000	-41%	-$77.2M	9.22%	2
2024 Q3	$96M	Sell	735,000 -115,000	-14%	-$10.5M	7.4%	2
2024 Q2	$70.7M	Sell	850,000 -1,325,000	-61%	-$103M	4.35%	4
2024 Q1	$151M	Buy	2,175,000 +185,000	+9%	+$9.8M	11.11%	2
2023 Q4	$79.3M	Sell	1,990,000 -5,766	-0.3%	-$226K	7.92%	2
2023 Q3	$79.8M	Sell	1,995,766 -708,734	-26%	-$25.1M	9.54%	1
2023 Q2	$69.6M	Sell	2,704,500 -45,500	-2%	-$940K	6.85%	4
2023 Q1	$43.3M	Hold	2,750,000	–	–	5.53%	6
2022 Q4	$29M	Buy	2,750,000 +2,120,000	+337%	+$31.1M	3.81%	9
2022 Q3	$12.3M	Sell	630,000 -770,000	-55%	-$23M	1.93%	22
2022 Q2	$48.2M	Buy	1,400,000 +840,000	+150%	+$33.8M	7.64%	3
2022 Q1	$30.8M	Buy	560,000 +295,000	+111%	+$18.8M	4.18%	6
2021 Q4	$25M	Buy	265,000 +90,000	+51%	+$8.38M	4.03%	9
2021 Q3	$12.7M	Buy	+175,000	New	+$11.9M	2.07%	27

Other funds holding APP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

No Street GP LP's APP Position: Q2 2026 in Review

No Street GP LP reduced its Applovin (APP) stake by 6.6% in Q2 2026, selling an estimated $5.79M and leaving 169,000 shares worth $87.1M. The position accounts for 5.23% of the portfolio, ranked #6.

No Street GP LP first reported a position in APP in Q3 2021 and has held it in 20 quarters since. The position peaked at $151M in Q1 2024. 1,460 funds tracked by Wall St. Rank hold APP as of Q2 2026.

No Street GP LP held 169,000 shares of Applovin worth $87.1M as of Q2 2026.
No Street GP LP sold 12,000 Applovin shares in Q2 2026, an estimated $5.79M.
Applovin made up 5.23% of No Street GP LP's portfolio in Q2 2026, its #6 holding.
No Street GP LP first reported a position in Applovin in Q3 2021 and has held it in 20 quarters since.
No Street GP LP's Applovin position peaked at $151M in Q1 2024.
1,460 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.