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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management's APP Position: Q1 2026 in Review

1832 Asset Management reduced its Applovin (APP) stake by 53% in Q1 2026, selling an estimated $85.3M and leaving 155,170 shares worth $61.8M. The position accounts for 0.06% of the portfolio, ranked #206.

1832 Asset Management first reported a position in APP in Q4 2021 and has held it in 10 quarters since. The position peaked at $303M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

1832 Asset Management held 155,170 shares of Applovin worth $61.8M as of Q1 2026.
1832 Asset Management sold 176,408 Applovin shares in Q1 2026, an estimated $85.3M.
Applovin made up 0.06% of 1832 Asset Management's portfolio in Q1 2026, its #206 holding.
1832 Asset Management first reported a position in Applovin in Q4 2021 and has held it in 10 quarters since.
1832 Asset Management's Applovin position peaked at $303M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.