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Dmitry Balyasny’s Applovin APP Stock Holding History

Dmitry Balyasny’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 		$2.93M Buy
5,684
+180
+3% +$86.9K ﹤0.01% 1635
2026
Q1 		$2.19M Buy
5,504
+1,394
+34% +$674K ﹤0.01% 1738
2025
Q4 		$2.77M Buy
4,110
+1,685
+69% +$1.06M ﹤0.01% 1711
2025
Q3 		$1.74M Buy
+2,425
New +$1.12M ﹤0.01% 1872
2025
Q2 		– Sell
-226,351
Closed -$73.4M – 2784
2025
Q1 		$60M Sell
226,351
-101,494
-31% -$35M 0.1% 250
2024
Q4 		$106M Buy
327,845
+317,563
+3,089% +$80.3M 0.16% 136
2024
Q3 		$1.34M Sell
10,282
-590,850
-98% -$53.9M ﹤0.01% 1849
2024
Q2 		$50M Buy
601,132
+596,135
+11,930% +$46.3M 0.09% 290
2024
Q1 		$346K Sell
4,997
-582,714
-99% -$30.9M ﹤0.01% 2205
2023
Q4 		$23.4M Buy
587,711
+557,302
+1,833% +$21.8M 0.04% 543
2023
Q3 		$1.22M Buy
+30,409
New +$1.08M ﹤0.01% 1517
2023
Q1 		– Sell
-158,233
Closed -$1.67M – 2621
2022
Q4 		$1.67M Buy
+158,233
New +$2.32M ﹤0.01% 1484
2022
Q2 		– Sell
-203,247
Closed -$11.2M – 2726
2022
Q1 		$11.2M Buy
203,247
+82,086
+68% +$5.22M 0.04% 657
2021
Q4 		$11.4M Buy
+121,161
New +$11.3M 0.04% 599

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

Dmitry Balyasny's APP Position: Q2 2026 in Review

Dmitry Balyasny increased its Applovin (APP) stake by 3.3% in Q2 2026, buying an estimated $86.9K and bringing the position to 5,684 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Dmitry Balyasny first reported a position in APP in Q4 2021 and has held it in 14 quarters since. The position peaked at $106M in Q4 2024. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Dmitry Balyasny held 5,684 shares of Applovin worth $2.93M as of Q2 2026.
  • Dmitry Balyasny bought 180 Applovin shares in Q2 2026, an estimated $86.9K.
  • Applovin made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1635 holding.
  • Dmitry Balyasny first reported a position in Applovin in Q4 2021 and has held it in 14 quarters since.
  • Dmitry Balyasny's Applovin position peaked at $106M in Q4 2024.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.