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Spyglass Capital Management’s Applovin APP Stock Holding History

Spyglass 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 		$98.4M Buy
191,028
+24,471
+15% +$11.8M 5.33% 5
2026
Q1 		$66.3M Buy
166,557
+45,919
+38% +$22.2M 4.69% 7
2025
Q4 		$81.3M Sell
120,638
-55,279
-31% -$34.8M 4.07% 13
2025
Q3 		$126M Sell
175,917
-79,270
-31% -$36.6M 6.74% 1
2025
Q2 		$89.3M Sell
255,187
-47,037
-16% -$15.2M 5.27% 4
2025
Q1 		$80.1M Sell
302,224
-12,837
-4% -$4.42M 5.5% 5
2024
Q4 		$102M Sell
315,061
-503,048
-61% -$127M 5.74% 2
2024
Q3 		$107M Sell
818,109
-230,130
-22% -$21M 7.01% 1
2024
Q2 		$87.2M Sell
1,048,239
-406,385
-28% -$31.5M 6.39% 3
2024
Q1 		$101M Sell
1,454,624
-59,249
-4% -$3.14M 6.71% 1
2023
Q4 		$60.3M Sell
1,513,873
-368,175
-20% -$14.4M 4.34% 9
2023
Q3 		$75.2M Sell
1,882,048
-561,519
-23% -$19.9M 5.89% 1
2023
Q2 		$62.9M Sell
2,443,567
-207,400
-8% -$4.28M 4.54% 8
2023
Q1 		$41.8M Sell
2,650,967
-124,215
-4% -$1.63M 3.15% 18
2022
Q4 		$29.2M Sell
2,775,182
-349,059
-11% -$5.12M 2.35% 23
2022
Q3 		$60.9M Sell
3,124,241
-150,146
-5% -$4.49M 4.31% 12
2022
Q2 		$113M Buy
3,274,387
+246,313
+8% +$9.9M 6.27% 1
2022
Q1 		$167M Buy
3,028,074
+844,140
+39% +$53.7M 5.7% 3
2021
Q4 		$206M Buy
2,183,934
+263,091
+14% +$24.5M 5.46% 4
2021
Q3 		$139M Buy
+1,920,843
New +$131M 3.19% 18

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 $3.38T AUM 44.17% 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

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

Spyglass Capital Management increased its Applovin (APP) stake by 15% in Q2 2026, buying an estimated $11.8M and bringing the position to 191,028 shares worth $98.4M. The position accounts for 5.33% of the portfolio, ranked #5.

Spyglass Capital Management first reported a position in APP in Q3 2021 and has held it in 20 quarters since. The position peaked at $206M in Q4 2021. 1,463 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Spyglass Capital Management held 191,028 shares of Applovin worth $98.4M as of Q2 2026.
  • Spyglass Capital Management bought 24,471 Applovin shares in Q2 2026, an estimated $11.8M.
  • Applovin made up 5.33% of Spyglass Capital Management's portfolio in Q2 2026, its #5 holding.
  • Spyglass Capital Management first reported a position in Applovin in Q3 2021 and has held it in 20 quarters since.
  • Spyglass Capital Management's Applovin position peaked at $206M in Q4 2021.
  • 1,463 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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