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Panview Capital’s Applovin APP Stock Holding History

Panview Capital’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 		$87.5M Sell
169,885
-49,799
-23% -$24M 15.41% 1
2026
Q1 		$87.4M Buy
219,684
+125,706
+134% +$60.8M 18.71% 1
2025
Q4 		$63.3M Buy
93,978
+18,297
+24% +$11.5M 22.74% 1
2025
Q3 		$54.4M Sell
75,681
-179,537
-70% -$82.8M 23.13% 1
2025
Q2 		$89.3M Sell
255,218
-7,000
-3% -$2.27M 28.43% 1
2025
Q1 		$69.5M Sell
262,218
-398,882
-60% -$137M 26.31% 1
2024
Q4 		$214M Buy
+661,100
New +$167M 45.67% 1

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

Panview Capital's APP Position: Q2 2026 in Review

Panview Capital reduced its Applovin (APP) stake by 23% in Q2 2026, selling an estimated $24M and leaving 169,885 shares worth $87.5M. The position accounts for 15.41% of the portfolio, ranked #1.

Panview Capital first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $214M in Q4 2024. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Panview Capital held 169,885 shares of Applovin worth $87.5M as of Q2 2026.
  • Panview Capital sold 49,799 Applovin shares in Q2 2026, an estimated $24M.
  • Applovin made up 15.41% of Panview Capital's portfolio in Q2 2026, its #1 holding.
  • Panview Capital first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Panview Capital's Applovin position peaked at $214M in Q4 2024.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Panview Capital's 13F filing for Q2 2026, filed 13 Aug 2026.