1832 Asset Management’s Applovin APP Stock Holding History

1832 Asset 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	$13M	Sell	25,298 -129,872	-84%	-$62.7M	0.01%	351
2026 Q1	$61.8M	Sell	155,170 -176,408	-53%	-$85.3M	0.06%	206
2025 Q4	$223M	Sell	331,578 -90,163	-21%	-$56.8M	0.17%	88
2025 Q3	$303M	Sell	421,741 -50,143	-11%	-$23.1M	0.24%	46
2025 Q2	$165M	Sell	471,884 -203,792	-30%	-$66.1M	0.13%	91
2025 Q1	$179M	Sell	675,676 -118,460	-15%	-$40.8M	0.16%	83
2024 Q4	$257M	Sell	794,136 -1,085,004	-58%	-$274M	0.22%	58
2024 Q3	$245M	Buy	1,879,140 +382,840	+26%	+$34.9M	0.19%	61
2024 Q2	$125M	Buy	1,496,300 +1,357,400	+977%	+$105M	0.1%	104
2024 Q1	$9.61M	Buy	+138,900	New	+$7.35M	0.01%	332
2022 Q1	–	Sell	-161,500	Closed	-$15.3M	–	929
2021 Q4	$15.3M	Buy	+161,500	New	+$15M	0.03%	261

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

1832 Asset Management's APP Position: Q2 2026 in Review

1832 Asset Management reduced its Applovin (APP) stake by 84% in Q2 2026, selling an estimated $62.7M and leaving 25,298 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #351.

1832 Asset Management first reported a position in APP in Q4 2021 and has held it in 11 quarters since. The position peaked at $303M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

1832 Asset Management held 25,298 shares of Applovin worth $13M as of Q2 2026.
1832 Asset Management sold 129,872 Applovin shares in Q2 2026, an estimated $62.7M.
Applovin made up 0.01% of 1832 Asset Management's portfolio in Q2 2026, its #351 holding.
1832 Asset Management first reported a position in Applovin in Q4 2021 and has held it in 11 quarters since.
1832 Asset Management's Applovin position peaked at $303M in Q3 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.