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Berbice Capital Management’s Applovin APP Stock Holding History

Berbice Capital 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 		$1.96M Buy
4,915
+845
+21% +$408K 1.28% 18
2025
Q4 		$2.74M Buy
4,070
+390
+11% +$246K 1.65% 16
2025
Q3 		$2.64M Buy
3,680
+480
+15% +$221K 1.63% 15
2025
Q2 		$1.12M Buy
3,200
+475
+17% +$154K 0.78% 20
2025
Q1 		$722K Buy
2,725
+775
+40% +$267K 0.62% 24
2024
Q4 		$631K Buy
+1,950
New +$493K 0.51% 27

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

Berbice Capital Management's APP Position: Q1 2026 in Review

Berbice Capital Management increased its Applovin (APP) stake by 21% in Q1 2026, buying an estimated $408K and bringing the position to 4,915 shares worth $1.96M. The position accounts for 1.28% of the portfolio, ranked #18.

Berbice Capital Management first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.74M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Berbice Capital Management held 4,915 shares of Applovin worth $1.96M as of Q1 2026.
  • Berbice Capital Management bought 845 Applovin shares in Q1 2026, an estimated $408K.
  • Applovin made up 1.28% of Berbice Capital Management's portfolio in Q1 2026, its #18 holding.
  • Berbice Capital Management first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • Berbice Capital Management's Applovin position peaked at $2.74M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.