Shelton Capital Management’s Applovin APP Stock Holding History

Shelton 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	$17.5M	Sell	33,998 -1,430	-4%	-$690K	0.32%	72
2026 Q1	$14.1M	Sell	35,428 -1,107	-3%	-$535K	0.31%	78
2025 Q4	$24.6M	Buy	36,535 +1,083	+3%	+$682K	0.49%	51
2025 Q3	$25.5M	Sell	35,452 -5,561	-14%	-$2.56M	0.55%	33
2025 Q2	$14.4M	Sell	41,013 -960	-2%	-$311K	0.33%	74
2025 Q1	$11.1M	Sell	41,973 -4,264	-9%	-$1.47M	0.26%	100
2024 Q4	$15M	Buy	46,237 +28,637	+163%	+$7.24M	0.37%	56
2024 Q3	$2.3M	Sell	17,600 -4,900	-22%	-$447K	0.06%	231
2024 Q2	$1.87M	Sell	22,500 -6,500	-22%	-$504K	0.05%	244
2024 Q1	$2.01M	Sell	29,000 -1,800	-6%	-$95.3K	0.06%	245
2023 Q4	$1.23M	Sell	30,800 -7,949	-21%	-$312K	0.04%	261
2023 Q3	$1.55M	Sell	38,749 -4,650	-11%	-$165K	0.06%	244
2023 Q2	$1.12M	Hold	43,399	–	–	0.04%	261
2023 Q1	$684K	Hold	43,399	–	–	0.03%	266
2022 Q4	$457K	Buy	+43,399	New	+$637K	0.05%	286

Other funds holding APP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Shelton Capital Management reduced its Applovin (APP) stake by 4% in Q2 2026, selling an estimated $690K and leaving 33,998 shares worth $17.5M. The position accounts for 0.32% of the portfolio, ranked #72.

Shelton Capital Management first reported a position in APP in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.5M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Shelton Capital Management held 33,998 shares of Applovin worth $17.5M as of Q2 2026.
Shelton Capital Management sold 1,430 Applovin shares in Q2 2026, an estimated $690K.
Applovin made up 0.32% of Shelton Capital Management's portfolio in Q2 2026, its #72 holding.
Shelton Capital Management first reported a position in Applovin in Q4 2022 and has held it in 15 quarters since.
Shelton Capital Management's Applovin position peaked at $25.5M in Q3 2025.
1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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