DAM
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Deepwater Asset Management’s Applovin APP Stock Holding History

Deepwater Asset 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 		$9M Buy
17,474
+7,691
+79% +$3.71M 4.09% 7
2026
Q1 		$3.89M Sell
9,783
-14,924
-60% -$7.21M 2.47% 26
2025
Q4 		$16.6M Buy
24,707
+5,337
+28% +$3.36M 4.85% 2
2025
Q3 		$13.9M Buy
+19,370
New +$8.93M 5.54% 5

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deepwater Asset Management's APP Position: Q2 2026 in Review

Deepwater Asset Management increased its Applovin (APP) stake by 79% in Q2 2026, buying an estimated $3.71M and bringing the position to 17,474 shares worth $9M. The position accounts for 4.09% of the portfolio, ranked #7.

Deepwater Asset Management first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.6M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Deepwater Asset Management held 17,474 shares of Applovin worth $9M as of Q2 2026.
  • Deepwater Asset Management bought 7,691 Applovin shares in Q2 2026, an estimated $3.71M.
  • Applovin made up 4.09% of Deepwater Asset Management's portfolio in Q2 2026, its #7 holding.
  • Deepwater Asset Management first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • Deepwater Asset Management's Applovin position peaked at $16.6M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Deepwater Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.