CA
APP icon

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
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 $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

Cullinan Associates's APP Position: Q1 2026 in Review

Cullinan Associates held its Applovin (APP) position steady in Q1 2026 at 1,312 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #155.

Cullinan Associates first reported a position in APP in Q2 2025 and has held it in 4 quarters since. The position peaked at $943K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Cullinan Associates held 1,312 shares of Applovin worth $522K as of Q1 2026.
  • Cullinan Associates left its Applovin share count unchanged in Q1 2026.
  • Applovin made up 0.04% of Cullinan Associates's portfolio in Q1 2026, its #155 holding.
  • Cullinan Associates first reported a position in Applovin in Q2 2025 and has held it in 4 quarters since.
  • Cullinan Associates's Applovin position peaked at $943K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.