Ardmore Road Asset Management’s Applovin APP Stock Holding History

Ardmore Road 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	$15.5M	Buy	+30,000	New	+$14.5M	0.91%	46
2025 Q4	–	Sell	-10,500	Closed	-$7.54M	–	76
2025 Q3	$7.54M	Sell	10,500 -39,400	-79%	-$18.2M	0.49%	49
2025 Q2	$17.5M	Buy	+49,900	New	+$16.2M	1.45%	25
2024 Q4	–	Sell	-50,000	Closed	-$6.53M	–	39
2024 Q3	$6.53M	Sell	50,000 -150,000	-75%	-$13.7M	0.84%	36
2024 Q2	$16.6M	Sell	200,000 -150,000	-43%	-$11.6M	2.53%	15
2024 Q1	$24.2M	Buy	350,000 +100,000	+40%	+$5.29M	4.27%	10
2023 Q4	$9.96M	Buy	250,000 +190,000	+317%	+$7.45M	2.26%	16
2023 Q3	$2.4M	Buy	+60,000	New	+$2.13M	0.81%	28
2022 Q1	–	Sell	-75,000	Closed	-$7.07M	–	20
2021 Q4	$7.07M	Buy	+75,000	New	+$6.99M	3.73%	12

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

Ardmore Road Asset Management's APP Position: Q2 2026 in Review

Ardmore Road Asset Management opened a new position in Applovin (APP) in Q2 2026: 30,000 shares worth $15.5M. The stake represents 0.91% of the portfolio and ranks #46 among its holdings. This is a return to the name: Ardmore Road Asset Management previously reported a position in APP as recently as Q3 2025.

Ardmore Road Asset Management first reported a position in APP in Q4 2021 and has held it in 9 quarters since. The position peaked at $24.2M in Q1 2024. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Ardmore Road Asset Management held 30,000 shares of Applovin worth $15.5M as of Q2 2026.
Applovin was a new Ardmore Road Asset Management position in Q2 2026.
Applovin made up 0.91% of Ardmore Road Asset Management's portfolio in Q2 2026, its #46 holding.
Ardmore Road Asset Management first reported a position in Applovin in Q4 2021 and has held it in 9 quarters since.
Ardmore Road Asset Management's Applovin position peaked at $24.2M in Q1 2024.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.