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Westwind Capital’s Applovin APP Stock Holding History

Westwind 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 		$915K Buy
1,776
+1,629
+1,108% +$786K 0.22% 71
2026
Q1 		$59K Buy
+147
New +$71.1K 0.01% 72

Other funds holding APP

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Westwind Capital's APP Position: Q2 2026 in Review

Westwind Capital increased its Applovin (APP) stake by 1,108% in Q2 2026, buying an estimated $786K and bringing the position to 1,776 shares worth $915K. The position accounts for 0.22% of the portfolio, ranked #71.

Westwind Capital first reported a position in APP in Q1 2026 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Westwind Capital held 1,776 shares of Applovin worth $915K as of Q2 2026.
  • Westwind Capital bought 1,629 Applovin shares in Q2 2026, an estimated $786K.
  • Applovin made up 0.22% of Westwind Capital's portfolio in Q2 2026, its #71 holding.
  • Westwind Capital first reported a position in Applovin in Q1 2026 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.