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DNCA Finance’s Applovin APP Stock Holding History

DNCA Finance’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 		$4.34M Sell
10,900
-5,700
-34% -$2.76M 0.25% 59
2025
Q4 		$11.2M Buy
16,600
+4,100
+33% +$2.58M 0.65% 39
2025
Q3 		$8.98M Buy
+12,500
New +$5.76M 0.62% 40

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

DNCA Finance's APP Position: Q1 2026 in Review

DNCA Finance reduced its Applovin (APP) stake by 34% in Q1 2026, selling an estimated $2.76M and leaving 10,900 shares worth $4.34M. The position accounts for 0.25% of the portfolio, ranked #59.

DNCA Finance first reported a position in APP in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • DNCA Finance held 10,900 shares of Applovin worth $4.34M as of Q1 2026.
  • DNCA Finance sold 5,700 Applovin shares in Q1 2026, an estimated $2.76M.
  • Applovin made up 0.25% of DNCA Finance's portfolio in Q1 2026, its #59 holding.
  • DNCA Finance first reported a position in Applovin in Q3 2025 and has held it in 3 quarters since.
  • DNCA Finance's Applovin position peaked at $11.2M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.