AustralianSuper’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$109M Buy
210,938
+8,424
+4% +$4.07M 0.47% 59
2026
Q1
$80.6M Buy
202,514
+100,514
+99% +$48.6M 0.42% 71
2025
Q4
$68.7M Sell
102,000
-216,294
-68% -$136M 0.32% 67
2025
Q3
$229M Buy
318,294
+45,683
+17% +$21.1M 1.08% 19
2025
Q2
$95.4M Buy
272,611
+28,727
+12% +$9.31M 0.48% 50
2025
Q1
$64.6M Buy
243,884
+63,464
+35% +$21.9M 0.37% 77
2024
Q4
$58.4M Buy
180,420
+173,750
+2,605% +$44M 0.28% 92
2024
Q3
$871K Hold
6,670
﹤0.01% 215
2024
Q2
$555K Buy
+6,670
New +$518K ﹤0.01% 220

Other funds holding APP

AustralianSuper's APP Position: Q2 2026 in Review

AustralianSuper increased its Applovin (APP) stake by 4.2% in Q2 2026, buying an estimated $4.07M and bringing the position to 210,938 shares worth $109M. The position accounts for 0.47% of the portfolio, ranked #59.

AustralianSuper first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $229M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • AustralianSuper held 210,938 shares of Applovin worth $109M as of Q2 2026.
  • AustralianSuper bought 8,424 Applovin shares in Q2 2026, an estimated $4.07M.
  • Applovin made up 0.47% of AustralianSuper's portfolio in Q2 2026, its #59 holding.
  • AustralianSuper first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • AustralianSuper's Applovin position peaked at $229M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on AustralianSuper's 13F filing for Q2 2026, filed 12 Aug 2026.