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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

No Street GP LP's APP Position: Q1 2026 in Review

No Street GP LP increased its Applovin (APP) stake by 28% in Q1 2026, buying an estimated $19.1M and bringing the position to 181,000 shares worth $72M. The position accounts for 4.81% of the portfolio, ranked #9.

No Street GP LP first reported a position in APP in Q3 2021 and has held it in 19 quarters since. The position peaked at $151M in Q1 2024. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • No Street GP LP held 181,000 shares of Applovin worth $72M as of Q1 2026.
  • No Street GP LP bought 39,500 Applovin shares in Q1 2026, an estimated $19.1M.
  • Applovin made up 4.81% of No Street GP LP's portfolio in Q1 2026, its #9 holding.
  • No Street GP LP first reported a position in Applovin in Q3 2021 and has held it in 19 quarters since.
  • No Street GP LP's Applovin position peaked at $151M in Q1 2024.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.