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Cullinan Associates’s Applovin APP Stock Holding History

Cullinan Associates’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 		$361K Sell
700
-612
-47% -$295K 0.03% 178
2026
Q1 		$522K Hold
1,312
– – 0.04% 155
2025
Q4 		$884K Hold
1,312
– – 0.06% 137
2025
Q3 		$943K Hold
1,312
– – 0.06% 136
2025
Q2 		$459K Buy
+1,312
New +$425K 0.03% 169

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

Cullinan Associates's APP Position: Q2 2026 in Review

Cullinan Associates reduced its Applovin (APP) stake by 47% in Q2 2026, selling an estimated $295K and leaving 700 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #178.

Cullinan Associates first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $943K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Cullinan Associates held 700 shares of Applovin worth $361K as of Q2 2026.
  • Cullinan Associates sold 612 Applovin shares in Q2 2026, an estimated $295K.
  • Applovin made up 0.03% of Cullinan Associates's portfolio in Q2 2026, its #178 holding.
  • Cullinan Associates first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Cullinan Associates's Applovin position peaked at $943K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.