Fund 1 Investments’s Applovin APP Stock Holding History

Fund 1 Investments’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	$21.3M	Sell	41,250 -8,716	-17%	-$4.21M	3.52%	8
2026 Q1	$19.9M	Buy	+49,966	New	+$24.2M	2.28%	13

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

Fund 1 Investments's APP Position: Q2 2026 in Review

Fund 1 Investments reduced its Applovin (APP) stake by 17% in Q2 2026, selling an estimated $4.21M and leaving 41,250 shares worth $21.3M. The position accounts for 3.52% of the portfolio, ranked #8.

Fund 1 Investments first reported a position in APP in Q1 2026 and has held it in 2 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Fund 1 Investments held 41,250 shares of Applovin worth $21.3M as of Q2 2026.
Fund 1 Investments sold 8,716 Applovin shares in Q2 2026, an estimated $4.21M.
Applovin made up 3.52% of Fund 1 Investments's portfolio in Q2 2026, its #8 holding.
Fund 1 Investments first reported a position in Applovin in Q1 2026 and has held it in 2 quarters since.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Fund 1 Investments's 13F filing for Q2 2026, filed 14 Aug 2026.