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Sivia Capital Partners’s Applovin APP Stock Holding History

Sivia Capital Partners’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 		$1.15M Hold
2,225
– – 0.14% 172
2026
Q1 		$886K Sell
2,225
-474
-18% -$229K 0.17% 153
2025
Q4 		$1.82M Sell
2,699
-87
-3% -$54.8K 0.37% 40
2025
Q3 		$2M Buy
2,786
+72
+3% +$33.2K 0.57% 22
2025
Q2 		$950K Buy
2,714
+1
+0% +$324 0.32% 41
2025
Q1 		$719K Sell
2,713
-168
-6% -$57.9K 0.34% 40
2024
Q4 		$933K Sell
2,881
-253
-8% -$64K 0.46% 30
2024
Q3 		$409K Sell
3,134
-943
-23% -$86K 0.24% 75
2024
Q2 		$339K Buy
+4,077
New +$316K 0.23% 88

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

Sivia Capital Partners's APP Position: Q2 2026 in Review

Sivia Capital Partners held its Applovin (APP) position steady in Q2 2026 at 2,225 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #172.

Sivia Capital Partners first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2M in Q3 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sivia Capital Partners held 2,225 shares of Applovin worth $1.15M as of Q2 2026.
  • Sivia Capital Partners left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 0.14% of Sivia Capital Partners's portfolio in Q2 2026, its #172 holding.
  • Sivia Capital Partners first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • Sivia Capital Partners's Applovin position peaked at $2M in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.