SCM
APP icon

Steadfast Capital Management’s Applovin APP Stock Holding History

Steadfast 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 		– Sell
-30,236
Closed -$12M – 89
2026
Q1 		$12M Sell
30,236
-212,992
-88% -$103M 0.41% 47
2025
Q4 		$164M Buy
243,228
+132,941
+121% +$83.8M 2.81% 9
2025
Q3 		$79.2M Sell
110,287
-145,624
-57% -$67.2M 1.38% 26
2025
Q2 		$89.6M Sell
255,911
-213,333
-45% -$69.2M 1.6% 27
2025
Q1 		$124M Buy
469,244
+46,802
+11% +$16.1M 3.3% 8
2024
Q4 		$137M Buy
+422,442
New +$107M 2.78% 13

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

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

Steadfast Capital Management sold out of Applovin (APP) in Q2 2026, closing a stake of 30,236 shares — an estimated $12M sold.

Steadfast Capital Management first reported a position in APP in Q4 2024 and held it in 6 quarters. The position peaked at $164M in Q4 2025. 1,461 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Steadfast Capital Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Steadfast Capital Management sold 30,236 Applovin shares in Q2 2026, an estimated $12M.
  • Steadfast Capital Management first reported a position in Applovin in Q4 2024 and held it in 6 quarters.
  • Steadfast Capital Management's Applovin position peaked at $164M in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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