BWC
APP icon

Blue Whale Capital’s Applovin APP Stock Holding History

Blue Whale Capital’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 		$59.3M Buy
149,100
+45,183
+43% +$21.8M 2.82% 12
2025
Q4 		$70M Buy
103,917
+42,427
+69% +$26.7M 3.59% 9
2025
Q3 		$44.2M Buy
+61,490
New +$28.4M 2.44% 15

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

Blue Whale Capital's APP Position: Q1 2026 in Review

Blue Whale Capital increased its Applovin (APP) stake by 43% in Q1 2026, buying an estimated $21.8M and bringing the position to 149,100 shares worth $59.3M. The position accounts for 2.82% of the portfolio, ranked #12.

Blue Whale Capital first reported a position in APP in Q3 2025 and has held it in 3 quarters since. The position peaked at $70M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Blue Whale Capital held 149,100 shares of Applovin worth $59.3M as of Q1 2026.
  • Blue Whale Capital bought 45,183 Applovin shares in Q1 2026, an estimated $21.8M.
  • Applovin made up 2.82% of Blue Whale Capital's portfolio in Q1 2026, its #12 holding.
  • Blue Whale Capital first reported a position in Applovin in Q3 2025 and has held it in 3 quarters since.
  • Blue Whale Capital's Applovin position peaked at $70M in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.