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Palestra Capital Management’s Applovin APP Stock Holding History

Palestra Capital Management’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 		– Sell
-125,779
Closed -$50.1M – 23
2026
Q1 		$50.1M Hold
125,779
– – 1.95% 16
2025
Q4 		$84.8M Sell
125,779
-12,442
-9% -$7.84M 3% 17
2025
Q3 		$99.3M Sell
138,221
-46,779
-25% -$21.6M 3.2% 19
2025
Q2 		$64.8M Buy
+185,000
New +$60M 1.88% 23
2024
Q3 		– Sell
-918,256
Closed -$76.4M – 38
2024
Q2 		$76.4M Buy
+918,256
New +$71.3M 3.02% 21

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

Palestra Capital Management's APP Position: Q2 2026 in Review

Palestra Capital Management sold out of Applovin (APP) in Q2 2026, closing a stake of 125,779 shares — an estimated $50.1M sold.

Palestra Capital Management first reported a position in APP in Q2 2024 and held it in 5 quarters. The position peaked at $99.3M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Palestra Capital Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Palestra Capital Management sold 125,779 Applovin shares in Q2 2026, an estimated $50.1M.
  • Palestra Capital Management first reported a position in Applovin in Q2 2024 and held it in 5 quarters.
  • Palestra Capital Management's Applovin position peaked at $99.3M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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