DCP
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D1 Capital Partners’s Applovin APP Stock Holding History

D1 Capital Partners’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 		$266M Hold
669,282
– – 2.37% 19
2025
Q4 		$451M Sell
669,282
-167,500
-20% -$106M 4.21% 7
2025
Q3 		$601M Buy
836,782
+46,800
+6% +$21.6M 6.9% 2
2025
Q2 		$277M Sell
789,982
-18
-0% -$5.84K 3.84% 10
2025
Q1 		$209M Buy
790,000
+309,000
+64% +$106M 3.21% 11
2024
Q4 		$156M Buy
+481,000
New +$122M 2.59% 12

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

D1 Capital Partners's APP Position: Q1 2026 in Review

D1 Capital Partners held its Applovin (APP) position steady in Q1 2026 at 669,282 shares worth $266M. The position accounts for 2.37% of the portfolio, ranked #19.

D1 Capital Partners first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $601M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • D1 Capital Partners held 669,282 shares of Applovin worth $266M as of Q1 2026.
  • D1 Capital Partners left its Applovin share count unchanged in Q1 2026.
  • Applovin made up 2.37% of D1 Capital Partners's portfolio in Q1 2026, its #19 holding.
  • D1 Capital Partners first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • D1 Capital Partners's Applovin position peaked at $601M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on D1 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.