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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
Q3 		– Sell
-700
Closed -$361K – 211
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Cullinan Associates's APP Position: Q3 2026 in Review

Cullinan Associates sold out of Applovin (APP) in Q3 2026, closing a stake of 700 shares — an estimated $361K sold.

Cullinan Associates first reported a position in APP in Q2 2025 and held it in 5 quarters. The position peaked at $943K in Q3 2025. 729 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Cullinan Associates reported no remaining Applovin position as of Q3 2026 after selling out during the quarter.
  • Cullinan Associates sold 700 Applovin shares in Q3 2026, an estimated $361K.
  • Cullinan Associates first reported a position in Applovin in Q2 2025 and held it in 5 quarters.
  • Cullinan Associates's Applovin position peaked at $943K in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.