SLC
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Second Line Capital’s Applovin APP Stock Holding History

Second Line 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
Q1 		$9.63M Buy
21,585
+360
+2% +$174K 1.82% 12
2025
Q4 		$14.3M Buy
21,225
+412
+2% +$260K 2.94% 10
2025
Q3 		$15M Sell
20,813
-6,333
-23% -$2.92M 3.1% 9
2025
Q2 		$9.5M Buy
27,146
+127
+0.5% +$41.2K 2.21% 12
2025
Q1 		$7.16M Buy
27,019
+175
+0.7% +$60.3K 1.84% 12
2024
Q4 		$8.69M Sell
26,844
-6,469
-19% -$1.64M 2.34% 11
2024
Q3 		$4.35M Hold
33,313
– – 1.19% 18
2024
Q2 		$2.77M Buy
+33,313
New +$2.58M 0.85% 22

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Second Line Capital's APP Position: Q1 2026 in Review

Second Line Capital increased its Applovin (APP) stake by 1.7% in Q1 2026, buying an estimated $174K and bringing the position to 21,585 shares worth $9.63M. The position accounts for 1.82% of the portfolio, ranked #12.

Second Line Capital first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $15M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Second Line Capital held 21,585 shares of Applovin worth $9.63M as of Q1 2026.
  • Second Line Capital bought 360 Applovin shares in Q1 2026, an estimated $174K.
  • Applovin made up 1.82% of Second Line Capital's portfolio in Q1 2026, its #12 holding.
  • Second Line Capital first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
  • Second Line Capital's Applovin position peaked at $15M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.