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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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

Baillie Gifford & Co's APP Position: Q1 2026 in Review

Baillie Gifford & Co increased its Applovin (APP) stake by 8.7% in Q1 2026, buying an estimated $258M and bringing the position to 6,700,132 shares worth $2.67B. The position accounts for 2.72% of the portfolio, ranked #10.

Baillie Gifford & Co first reported a position in APP in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.49B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Baillie Gifford & Co held 6,700,132 shares of Applovin worth $2.67B as of Q1 2026.
  • Baillie Gifford & Co bought 533,783 Applovin shares in Q1 2026, an estimated $258M.
  • Applovin made up 2.72% of Baillie Gifford & Co's portfolio in Q1 2026, its #10 holding.
  • Baillie Gifford & Co first reported a position in Applovin in Q3 2024 and has held it in 7 quarters since.
  • Baillie Gifford & Co's Applovin position peaked at $4.49B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.