DCM
APP icon

Dilation Capital Management’s Applovin APP Stock Holding History

Dilation 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
-22,222
Closed -$15M – 21
2025
Q4 		$15M Buy
22,222
+7,060
+47% +$4.45M 6.89% 5
2025
Q3 		$10.9M Sell
15,162
-5,058
-25% -$2.33M 5.4% 7
2025
Q2 		$7.08M Buy
+20,220
New +$6.56M 3.77% 14

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

Dilation Capital Management's APP Position: Q1 2026 in Review

Dilation Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 22,222 shares — an estimated $15M sold.

Dilation Capital Management first reported a position in APP in Q2 2025 and held it in 3 quarters. The position peaked at $15M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Dilation Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Dilation Capital Management sold 22,222 Applovin shares in Q1 2026, an estimated $15M.
  • Dilation Capital Management first reported a position in Applovin in Q2 2025 and held it in 3 quarters.
  • Dilation Capital Management's Applovin position peaked at $15M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Dilation Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.