Rheos Capital Works’s Applovin APP Stock Holding History

Rheos Capital Works’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	–	Sell	-5,000	Closed	-$3.37M	–	75
2025 Q4	$3.37M	Sell	5,000 -83,000	-94%	-$52.3M	0.22%	65
2025 Q3	$63.2M	Buy	+88,000	New	+$40.6M	3.54%	6

Other funds holding APP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rheos Capital Works's APP Position: Q1 2026 in Review

Rheos Capital Works sold out of Applovin (APP) in Q1 2026, closing a stake of 5,000 shares — an estimated $3.37M sold.

Rheos Capital Works first reported a position in APP in Q3 2025 and held it in 2 quarters. The position peaked at $63.2M in Q3 2025. 1,388 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Rheos Capital Works reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Rheos Capital Works sold 5,000 Applovin shares in Q1 2026, an estimated $3.37M.
Rheos Capital Works first reported a position in Applovin in Q3 2025 and held it in 2 quarters.
Rheos Capital Works's Applovin position peaked at $63.2M in Q3 2025.
1,388 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.