Balyasny Asset Management
APP icon

Balyasny Asset Management’s Applovin APP Stock Holding History

Balyasny 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
Q1 		$12.4M Sell
31,200
-3,600
-10% -$1.74M 0.02% 933
2025
Q4 		$23.4M Buy
34,800
+400
+1% +$252K 0.03% 636
2025
Q3 		$24.7M Sell
34,400
-28,600
-45% -$13.2M 0.03% 621
2025
Q2 		$22.1M Buy
63,000
+1,500
+2% +$486K 0.03% 630
2025
Q1 		$16.3M Buy
61,500
+21,500
+54% +$7.41M 0.03% 683
2024
Q4 		$13M Buy
40,000
+25,000
+167% +$6.32M 0.02% 854
2024
Q3 		$1.96M Hold
15,000
– – ﹤0.01% 1674
2024
Q2 		$1.25M Buy
+15,000
New +$1.16M ﹤0.01% 1708

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Balyasny Asset Management's APP Position: Q1 2026 in Review

Balyasny Asset Management increased its Applovin (APP) stake by 34% in Q1 2026, buying an estimated $674K and bringing the position to 5,504 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Balyasny Asset Management first reported a position in APP in Q4 2021 and has held it in 13 quarters since. The position peaked at $106M in Q4 2024. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Balyasny Asset Management held 5,504 shares of Applovin worth $2.19M as of Q1 2026.
  • Balyasny Asset Management bought 1,394 Applovin shares in Q1 2026, an estimated $674K.
  • Applovin made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1738 holding.
  • Balyasny Asset Management first reported a position in Applovin in Q4 2021 and has held it in 13 quarters since.
  • Balyasny Asset Management's Applovin position peaked at $106M in Q4 2024.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.