EULAV Asset Management’s Applovin APP Stock Holding History

EULAV 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	$27.8M	Hold	54,003	–	–	0.89%	35
2026 Q1	$21.5M	Buy	54,003 +1,500	+3%	+$725K	0.69%	51
2025 Q4	$35.4M	Sell	52,503 -5,998	-10%	-$3.78M	0.94%	34
2025 Q3	$42M	Sell	58,501 -510	-0.9%	-$235K	0.98%	32
2025 Q2	$20.7M	Buy	59,011 +43,999	+293%	+$14.3M	0.49%	66
2025 Q1	$3.98M	Buy	+15,012	New	+$5.17M	0.1%	141

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EULAV Asset Management held its Applovin (APP) position steady in Q2 2026 at 54,003 shares worth $27.8M. The position accounts for 0.89% of the portfolio, ranked #35.

EULAV Asset Management first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $42M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

EULAV Asset Management held 54,003 shares of Applovin worth $27.8M as of Q2 2026.
EULAV Asset Management left its Applovin share count unchanged in Q2 2026.
Applovin made up 0.89% of EULAV Asset Management's portfolio in Q2 2026, its #35 holding.
EULAV Asset Management first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
EULAV Asset Management's Applovin position peaked at $42M in Q3 2025.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on EULAV Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.