Odyssean LLC’s Applovin APP Stock Holding History

Odyssean 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 Q2	$570K	Buy	1,107 +429	+63%	+$207K	0.09%	301
2026 Q1	$270K	Sell	678 -66	-9%	-$31.9K	0.1%	317
2025 Q4	$501K	Buy	+744	New	+$469K	0.36%	159

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

Odyssean LLC's APP Position: Q2 2026 in Review

Odyssean LLC increased its Applovin (APP) stake by 63% in Q2 2026, buying an estimated $207K and bringing the position to 1,107 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #301.

Odyssean LLC first reported a position in APP in Q4 2025 and has held it in 3 quarters since. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Odyssean LLC held 1,107 shares of Applovin worth $570K as of Q2 2026.
Odyssean LLC bought 429 Applovin shares in Q2 2026, an estimated $207K.
Applovin made up 0.09% of Odyssean LLC's portfolio in Q2 2026, its #301 holding.
Odyssean LLC first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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