Allen Investment Management’s Applovin APP Stock Holding History

Allen Investment 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	$2.71M	Hold	6,810	–	–	0.03%	117
2025 Q4	$4.59M	Sell	6,810 -4,610	-40%	-$2.9M	0.05%	95
2025 Q3	$8.21M	Hold	11,420	–	–	0.09%	86
2025 Q2	$4M	Hold	11,420	–	–	0.04%	94
2025 Q1	$3.03M	Sell	11,420 -2,710	-19%	-$934K	0.04%	102
2024 Q4	$4.58M	Hold	14,130	–	–	0.05%	95
2024 Q3	$1.84M	Hold	14,130	–	–	0.02%	116
2024 Q2	$1.18M	Hold	14,130	–	–	0.01%	137
2024 Q1	$978K	Sell	14,130 -8,080	-36%	-$428K	0.01%	133
2023 Q4	$885K	Hold	22,210	–	–	0.01%	138
2023 Q3	$888K	Hold	22,210	–	–	0.01%	140
2023 Q2	$571K	Hold	22,210	–	–	0.01%	154
2023 Q1	$350K	Hold	22,210	–	–	0.01%	180
2022 Q4	$234K	Sell	22,210 -5,900	-21%	-$86.5K	﹤0.01%	205
2022 Q3	$548K	Sell	28,110 -4,890	-15%	-$146K	0.01%	150
2022 Q2	$1.14M	Hold	33,000	–	–	0.02%	128
2022 Q1	$1.82M	Hold	33,000	–	–	0.02%	116
2021 Q4	$3.11M	Hold	33,000	–	–	0.04%	99
2021 Q3	$2.39M	Buy	+33,000	New	+$2.24M	0.03%	91

Other funds holding APP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Geode Capital Management

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

Baillie Gifford & Co

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

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

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return