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Contour Asset Management’s Applovin APP Stock Holding History

Contour 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
Q2 		$131M Buy
+253,636
New +$122M 3.09% 15
2025
Q2 		– Sell
-170,862
Closed -$45.3M – 30
2025
Q1 		$45.3M Buy
+170,862
New +$58.9M 1.89% 21
2024
Q1 		– Sell
-949,752
Closed -$37.8M – 29
2023
Q4 		$37.8M Buy
949,752
+486,097
+105% +$19.1M 1.56% 20
2023
Q3 		$18.5M Buy
+463,655
New +$16.4M 0.88% 25

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

Contour Asset Management's APP Position: Q2 2026 in Review

Contour Asset Management opened a new position in Applovin (APP) in Q2 2026: 253,636 shares worth $131M. The stake represents 3.09% of the portfolio and ranks #15 among its holdings. This is a return to the name: Contour Asset Management previously reported a position in APP as recently as Q1 2025.

Contour Asset Management first reported a position in APP in Q3 2023 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Contour Asset Management held 253,636 shares of Applovin worth $131M as of Q2 2026.
  • Applovin was a new Contour Asset Management position in Q2 2026.
  • Applovin made up 3.09% of Contour Asset Management's portfolio in Q2 2026, its #15 holding.
  • Contour Asset Management first reported a position in Applovin in Q3 2023 and has held it in 4 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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