Baillie Gifford & Co
APP icon

Baillie Gifford & Co’s Applovin APP Stock Holding History

Baillie Gifford & Co’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 		$3.33B Sell
6,471,615
-228,517
-3% -$110M 3.03% 8
2026
Q1 		$2.67B Buy
6,700,132
+533,783
+9% +$258M 2.72% 10
2025
Q4 		$4.16B Sell
6,166,349
-79,611
-1% -$50.2M 3.45% 8
2025
Q3 		$4.49B Sell
6,245,960
-154,269
-2% -$71.1M 3.32% 9
2025
Q2 		$2.24B Buy
6,400,229
+1,129,874
+21% +$366M 1.67% 15
2025
Q1 		$1.4B Buy
5,270,355
+1,185,859
+29% +$409M 1.22% 20
2024
Q4 		$1.32B Buy
4,084,496
+4,010,520
+5,421% +$1.01B 1.02% 25
2024
Q3 		$9.66M Buy
+73,976
New +$6.75M 0.01% 213

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co's APP Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Applovin (APP) stake by 3.4% in Q2 2026, selling an estimated $110M and leaving 6,471,615 shares worth $3.33B. The position accounts for 3.03% of the portfolio, ranked #8.

Baillie Gifford & Co first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.49B in Q3 2025. 1,458 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Baillie Gifford & Co held 6,471,615 shares of Applovin worth $3.33B as of Q2 2026.
  • Baillie Gifford & Co sold 228,517 Applovin shares in Q2 2026, an estimated $110M.
  • Applovin made up 3.03% of Baillie Gifford & Co's portfolio in Q2 2026, its #8 holding.
  • Baillie Gifford & Co first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • Baillie Gifford & Co's Applovin position peaked at $4.49B in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.