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Cliff Asness’s Applovin APP Stock Holding History

Cliff Asness’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 		$64.4M Buy
127,789
+12,935
+11% +$6.24M 0.02% 751
2026
Q1 		$43.8M Sell
114,854
-28,500
-20% -$13.8M 0.02% 767
2025
Q4 		$96.6M Sell
143,354
-39,137
-21% -$24.7M 0.05% 487
2025
Q3 		$129M Sell
182,491
-36,561
-17% -$16.9M 0.08% 343
2025
Q2 		$76.7M Buy
219,052
+24,269
+12% +$7.87M 0.06% 426
2025
Q1 		$49M Sell
194,783
-82,937
-30% -$28.6M 0.05% 460
2024
Q4 		$89.9M Sell
277,720
-169,417
-38% -$42.9M 0.12% 229
2024
Q3 		$57.8M Buy
447,137
+195,295
+78% +$17.8M 0.08% 331
2024
Q2 		$21M Sell
251,842
-493,872
-66% -$38.3M 0.03% 562
2024
Q1 		$51.6M Sell
745,714
-491,176
-40% -$26M 0.09% 280
2023
Q4 		$49.3M Buy
1,236,890
+506,412
+69% +$19.9M 0.09% 266
2023
Q3 		$29.2M Sell
730,478
-367,370
-33% -$13M 0.06% 353
2023
Q2 		$28.2M Sell
1,097,848
-1,752,364
-61% -$36.2M 0.06% 367
2023
Q1 		$43.3M Sell
2,850,212
-284,722
-9% -$3.73M 0.1% 255
2022
Q4 		$32.9M Buy
3,134,934
+2,538,618
+426% +$37.2M 0.08% 324
2022
Q3 		$11.6M Buy
+596,316
New +$17.8M 0.03% 596

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

Cliff Asness's APP Position: Q2 2026 in Review

Cliff Asness increased its Applovin (APP) stake by 11% in Q2 2026, buying an estimated $6.24M and bringing the position to 127,789 shares worth $64.4M. The position accounts for 0.02% of the portfolio, ranked #751.

Cliff Asness first reported a position in APP in Q3 2022 and has held it in 16 quarters since. The position peaked at $129M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Cliff Asness held 127,789 shares of Applovin worth $64.4M as of Q2 2026.
  • Cliff Asness bought 12,935 Applovin shares in Q2 2026, an estimated $6.24M.
  • Applovin made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #751 holding.
  • Cliff Asness first reported a position in Applovin in Q3 2022 and has held it in 16 quarters since.
  • Cliff Asness's Applovin position peaked at $129M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.