DFCM
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Dark Forest Capital Management’s Applovin APP Stock Holding History

Dark Forest Capital 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
Q1 		– Sell
-5,606
Closed -$3.78M – 790
2025
Q4 		$3.78M Buy
5,606
+5,156
+1,146% +$3.25M 0.17% 160
2025
Q3 		$323K Sell
450
-2,488
-85% -$1.15M 0.01% 1016
2025
Q2 		$1.03M Sell
2,938
-4,336
-60% -$1.41M 0.04% 729
2025
Q1 		$1.93M Sell
7,274
-20,034
-73% -$6.9M 0.09% 392
2024
Q4 		$8.84M Buy
+27,308
New +$6.91M 1.3% 4
2024
Q1 		– Sell
-435,465
Closed -$17.4M – 687
2023
Q4 		$17.4M Buy
435,465
+396,053
+1,005% +$15.5M 2.6% 5
2023
Q3 		$1.57M Buy
+39,412
New +$1.4M 0.12% 222
2022
Q4 		– Sell
-425
Closed -$8K – 1135
2022
Q3 		$8K Buy
+425
New +$12.7K ﹤0.01% 780
2022
Q2 		– Sell
-285
Closed -$15K – 884
2022
Q1 		$15K Buy
+285
New +$18.1K ﹤0.01% 867
2021
Q4 		– Sell
-2,224
Closed -$161K – 1413
2021
Q3 		$161K Buy
+2,224
New +$151K 0.06% 279

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

Dark Forest Capital Management's APP Position: Q1 2026 in Review

Dark Forest Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 5,606 shares — an estimated $3.78M sold.

Dark Forest Capital Management first reported a position in APP in Q3 2021 and held it in 10 quarters. The position peaked at $17.4M in Q4 2023. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Dark Forest Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Dark Forest Capital Management sold 5,606 Applovin shares in Q1 2026, an estimated $3.78M.
  • Dark Forest Capital Management first reported a position in Applovin in Q3 2021 and held it in 10 quarters.
  • Dark Forest Capital Management's Applovin position peaked at $17.4M in Q4 2023.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.