Davidson Kempner Capital Management’s Applovin APP Stock Holding History

Davidson Kempner 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 Q2	$10.3M	Buy	+20,000	New	+$9.65M	0.12%	129
2025 Q4	–	Sell	-50,000	Closed	-$35.9M	–	225
2025 Q3	$35.9M	Buy	+50,000	New	+$23.1M	0.46%	58
2025 Q2	–	Sell	-50,000	Closed	-$13.2M	–	203
2025 Q1	$13.2M	Buy	+50,000	New	+$17.2M	0.18%	110
2024 Q4	–	Sell	-100,000	Closed	-$13.1M	–	208
2024 Q3	$13.1M	Sell	100,000 -25,000	-20%	-$2.28M	0.27%	91
2024 Q2	$10.4M	Buy	125,000 +75,000	+150%	+$5.82M	0.17%	119
2024 Q1	$3.46M	Buy	+50,000	New	+$2.65M	0.05%	157
2022 Q3	–	Sell	-350,000	Closed	-$12.1M	–	554
2022 Q2	$12.1M	Buy	350,000 +150,000	+75%	+$6.03M	0.2%	100
2022 Q1	$11M	Buy	200,000 +50,000	+33%	+$3.18M	0.14%	120
2021 Q4	$14.1M	Buy	+150,000	New	+$14M	0.21%	89
2021 Q3	–	Sell	-68,680	Closed	-$5.17M	–	508
2021 Q2	$5.17M	Buy	+68,680	New	+$4.74M	0.04%	224

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Davidson Kempner Capital Management's APP Position: Q2 2026 in Review

Davidson Kempner Capital Management opened a new position in Applovin (APP) in Q2 2026: 20,000 shares worth $10.3M. The stake represents 0.12% of the portfolio and ranks #129 among its holdings. This is a return to the name: Davidson Kempner Capital Management previously reported a position in APP as recently as Q3 2025.

Davidson Kempner Capital Management first reported a position in APP in Q2 2021 and has held it in 10 quarters since. The position peaked at $35.9M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Davidson Kempner Capital Management held 20,000 shares of Applovin worth $10.3M as of Q2 2026.
Applovin was a new Davidson Kempner Capital Management position in Q2 2026.
Applovin made up 0.12% of Davidson Kempner Capital Management's portfolio in Q2 2026, its #129 holding.
Davidson Kempner Capital Management first reported a position in Applovin in Q2 2021 and has held it in 10 quarters since.
Davidson Kempner Capital Management's Applovin position peaked at $35.9M in Q3 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Davidson Kempner Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.