ZCI
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Zevenbergen Capital Investments’s Applovin APP Stock Holding History

Zevenbergen Capital Investments’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 		$41.5M Sell
80,571
-4,628
-5% -$2.23M 0.95% 32
2026
Q1 		$33.9M Buy
85,199
+7,039
+9% +$3.4M 0.98% 30
2025
Q4 		$52.7M Buy
78,160
+63,298
+426% +$39.9M 1.17% 27
2025
Q3 		$10.7M Buy
+14,862
New +$6.85M 0.21% 55

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Zevenbergen Capital Investments's APP Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Applovin (APP) stake by 5.4% in Q2 2026, selling an estimated $2.23M and leaving 80,571 shares worth $41.5M. The position accounts for 0.95% of the portfolio, ranked #32.

Zevenbergen Capital Investments first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $52.7M in Q4 2025. 930 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Zevenbergen Capital Investments held 80,571 shares of Applovin worth $41.5M as of Q2 2026.
  • Zevenbergen Capital Investments sold 4,628 Applovin shares in Q2 2026, an estimated $2.23M.
  • Applovin made up 0.95% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #32 holding.
  • Zevenbergen Capital Investments first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • Zevenbergen Capital Investments's Applovin position peaked at $52.7M in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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