TwinBeech Capital’s Applovin APP Stock Holding History

TwinBeech Capital’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	$1.09M	Buy	+2,113	New	+$1.02M	0.2%	148
2025 Q3	–	Sell	-131,761	Closed	-$46.1M	–	560
2025 Q2	$46.1M	Sell	131,761 -116,815	-47%	-$37.9M	1.05%	21
2025 Q1	$65.9M	Buy	248,576 +205,340	+475%	+$70.8M	1.2%	7
2024 Q4	$14M	Buy	+43,236	New	+$10.9M	0.24%	126
2024 Q2	–	Sell	-16,775	Closed	-$1.16M	–	523
2024 Q1	$1.16M	Sell	16,775 -330,177	-95%	-$17.5M	0.02%	401
2023 Q4	$13.8M	Buy	346,952 +156,885	+83%	+$6.15M	0.22%	137
2023 Q3	$7.6M	Buy	+190,067	New	+$6.74M	0.15%	193
2023 Q1	–	Sell	-921,564	Closed	-$9.7M	–	600
2022 Q4	$9.7M	Buy	+921,564	New	+$13.5M	0.18%	156
2022 Q3	–	Sell	-307,007	Closed	-$10.6M	–	614
2022 Q2	$10.6M	Buy	+307,007	New	+$12.3M	0.47%	60

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

TwinBeech Capital's APP Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Applovin (APP) in Q2 2026: 2,113 shares worth $1.09M. The stake represents 0.2% of the portfolio and ranks #148 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in APP as recently as Q2 2025.

TwinBeech Capital first reported a position in APP in Q2 2022 and has held it in 9 quarters since. The position peaked at $65.9M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

TwinBeech Capital held 2,113 shares of Applovin worth $1.09M as of Q2 2026.
Applovin was a new TwinBeech Capital position in Q2 2026.
Applovin made up 0.2% of TwinBeech Capital's portfolio in Q2 2026, its #148 holding.
TwinBeech Capital first reported a position in Applovin in Q2 2022 and has held it in 9 quarters since.
TwinBeech Capital's Applovin position peaked at $65.9M in Q1 2025.
1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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