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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
Q2 		$1.82M Sell
3,539
-1,376
-28% -$664K 0.94% 26
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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Berbice Capital Management's APP Position: Q2 2026 in Review

Berbice Capital Management reduced its Applovin (APP) stake by 28% in Q2 2026, selling an estimated $664K and leaving 3,539 shares worth $1.82M. The position accounts for 0.94% of the portfolio, ranked #26.

Berbice Capital Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Berbice Capital Management held 3,539 shares of Applovin worth $1.82M as of Q2 2026.
  • Berbice Capital Management sold 1,376 Applovin shares in Q2 2026, an estimated $664K.
  • Applovin made up 0.94% of Berbice Capital Management's portfolio in Q2 2026, its #26 holding.
  • Berbice Capital Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Berbice Capital Management's Applovin position peaked at $2.74M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.