GFM
APP icon

GF Fund Management’s Applovin APP Stock Holding History

GF Fund 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 		$31.8M Sell
61,743
-19,825
-24% -$9.57M 0.38% 49
2026
Q1 		$32.5M Sell
81,568
-2,192
-3% -$1.06M 0.54% 38
2025
Q4 		$56.4M Buy
83,760
+9,647
+13% +$6.08M 0.96% 21
2025
Q3 		$53.3M Buy
74,113
+15,725
+27% +$7.25M 0.97% 21
2025
Q2 		$20.4M Sell
58,388
-1,408
-2% -$456K 0.41% 56
2025
Q1 		$15.8M Buy
59,796
+1,396
+2% +$481K 0.37% 61
2024
Q4 		$18.9M Buy
+58,400
New +$14.8M 0.41% 49

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

GF Fund Management's APP Position: Q2 2026 in Review

GF Fund Management reduced its Applovin (APP) stake by 24% in Q2 2026, selling an estimated $9.57M and leaving 61,743 shares worth $31.8M. The position accounts for 0.38% of the portfolio, ranked #49.

GF Fund Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.4M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • GF Fund Management held 61,743 shares of Applovin worth $31.8M as of Q2 2026.
  • GF Fund Management sold 19,825 Applovin shares in Q2 2026, an estimated $9.57M.
  • Applovin made up 0.38% of GF Fund Management's portfolio in Q2 2026, its #49 holding.
  • GF Fund Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • GF Fund Management's Applovin position peaked at $56.4M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.