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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 		$10.8M Sell
21,000
-10,200
-33% -$4.92M 0.01% 1022
2026
Q1 		$12.4M Sell
31,200
-3,600
-10% -$1.74M 0.02% 933
2025
Q4 		$23.4M Buy
34,800
+400
+1% +$252K 0.03% 636
2025
Q3 		$24.7M Sell
34,400
-28,600
-45% -$13.2M 0.03% 621
2025
Q2 		$22.1M Buy
63,000
+1,500
+2% +$486K 0.03% 630
2025
Q1 		$16.3M Buy
61,500
+21,500
+54% +$7.41M 0.03% 683
2024
Q4 		$13M Buy
40,000
+25,000
+167% +$6.32M 0.02% 854
2024
Q3 		$1.96M Hold
15,000
– – ﹤0.01% 1674
2024
Q2 		$1.25M Buy
+15,000
New +$1.16M ﹤0.01% 1708

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.