Yousif Capital Management’s Applovin APP Stock Holding History

Yousif 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	$12.7M	Sell	24,626 -1,907	-7%	-$920K	0.14%	119
2026 Q1	$10.6M	Sell	26,533 -600	-2%	-$290K	0.12%	143
2025 Q4	$15.3M	Sell	27,133 -1,641	-6%	-$1.03M	0.17%	106
2025 Q3	$20.7M	Buy	28,774 +25,579	+801%	+$11.8M	0.22%	71
2025 Q2	$1.12M	Sell	3,195 -349	-10%	-$113K	0.01%	1072
2025 Q1	$939K	Buy	3,544 +119	+3%	+$41K	0.01%	1142
2024 Q4	$1.11M	Buy	3,425 +132	+4%	+$33.4K	0.01%	1087
2024 Q3	$430K	Buy	3,293 +35	+1%	+$3.19K	﹤0.01%	1563
2024 Q2	$271K	Buy	+3,258	New	+$253K	﹤0.01%	1728

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Yousif Capital Management reduced its Applovin (APP) stake by 7.2% in Q2 2026, selling an estimated $920K and leaving 24,626 shares worth $12.7M. The position accounts for 0.14% of the portfolio, ranked #119.

Yousif Capital Management first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.7M in Q3 2025. 283 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Yousif Capital Management held 24,626 shares of Applovin worth $12.7M as of Q2 2026.
Yousif Capital Management sold 1,907 Applovin shares in Q2 2026, an estimated $920K.
Applovin made up 0.14% of Yousif Capital Management's portfolio in Q2 2026, its #119 holding.
Yousif Capital Management first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
Yousif Capital Management's Applovin position peaked at $20.7M in Q3 2025.
283 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.