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Sands Capital Management’s
Applovin
APP
Stock Holding History
Sands 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
Q1
$387M
Sell
971,561
-491,790
-34%
-$238M
1.52%
23
2025
Q4
$986M
Buy
1,463,351
+446,392
+44%
+$281M
3%
11
2025
Q3
$731M
Buy
1,016,959
+199,613
+24%
+$92M
2.02%
21
2025
Q2
$286M
Sell
817,346
-1,240,847
-60%
-$402M
0.82%
33
2025
Q1
$545M
Buy
2,058,193
+1,231,799
+149%
+$424M
1.86%
19
2024
Q4
$268M
Buy
+826,394
New
+$209M
0.79%
32
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1-Year Est. Return
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1-Year Est. Return
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20.73%
1-Year Est. Return
VPM
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$1.91T AUM
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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