SCM
APP icon

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
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
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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 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

Spyglass Capital Management's APP Position: Q1 2026 in Review

Spyglass Capital Management increased its Applovin (APP) stake by 38% in Q1 2026, buying an estimated $22.2M and bringing the position to 166,557 shares worth $66.3M. The position accounts for 4.69% of the portfolio, ranked #7.

Spyglass Capital Management first reported a position in APP in Q3 2021 and has held it in 19 quarters since. The position peaked at $206M in Q4 2021. 1,387 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Spyglass Capital Management held 166,557 shares of Applovin worth $66.3M as of Q1 2026.
  • Spyglass Capital Management bought 45,919 Applovin shares in Q1 2026, an estimated $22.2M.
  • Applovin made up 4.69% of Spyglass Capital Management's portfolio in Q1 2026, its #7 holding.
  • Spyglass Capital Management first reported a position in Applovin in Q3 2021 and has held it in 19 quarters since.
  • Spyglass Capital Management's Applovin position peaked at $206M in Q4 2021.
  • 1,387 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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