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Zweig-DiMenna Associates’s Applovin APP Stock Holding History

Zweig-DiMenna Associates’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 		$35.4M Sell
68,675
-12,275
-15% -$5.92M 3.21% 9
2026
Q1 		$32.2M Sell
80,950
-38,995
-33% -$18.8M 4.46% 3
2025
Q4 		$80.8M Buy
119,945
+6,745
+6% +$4.25M 5.02% 2
2025
Q3 		$81.3M Sell
113,200
-6,425
-5% -$2.96M 5.69% 1
2025
Q2 		$41.9M Sell
119,625
-13,010
-10% -$4.22M 3.96% 6
2025
Q1 		$35.1M Buy
132,635
+59,135
+80% +$20.4M 5.57% 4
2024
Q4 		$23.8M Buy
+73,500
New +$18.6M 1.78% 14

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

Zweig-DiMenna Associates's APP Position: Q2 2026 in Review

Zweig-DiMenna Associates reduced its Applovin (APP) stake by 15% in Q2 2026, selling an estimated $5.92M and leaving 68,675 shares worth $35.4M. The position accounts for 3.21% of the portfolio, ranked #9.

Zweig-DiMenna Associates first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.3M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Zweig-DiMenna Associates held 68,675 shares of Applovin worth $35.4M as of Q2 2026.
  • Zweig-DiMenna Associates sold 12,275 Applovin shares in Q2 2026, an estimated $5.92M.
  • Applovin made up 3.21% of Zweig-DiMenna Associates's portfolio in Q2 2026, its #9 holding.
  • Zweig-DiMenna Associates first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Zweig-DiMenna Associates's Applovin position peaked at $81.3M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2026, filed 13 Aug 2026.