Holocene Advisors
APP icon

Holocene Advisors’s Applovin APP Stock Holding History

Holocene Advisors’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 		– Sell
-68,885
Closed -$46.4M – 814
2025
Q4 		$46.4M Sell
68,885
-46,997
-41% -$29.6M 0.1% 215
2025
Q3 		$83.3M Buy
115,882
+59,608
+106% +$27.5M 0.19% 130
2025
Q2 		$19.7M Sell
56,274
-43,696
-44% -$14.2M 0.05% 239
2025
Q1 		$26.5M Buy
99,970
+38,424
+62% +$13.2M 0.08% 219
2024
Q4 		$19.9M Buy
+61,546
New +$15.6M 0.06% 254
2023
Q3 		– Sell
-152,649
Closed -$3.93M – 715
2023
Q2 		$3.93M Sell
152,649
-15,325
-9% -$317K 0.02% 404
2023
Q1 		$2.65M Buy
+167,974
New +$2.2M 0.01% 401
2022
Q3 		– Sell
-422,853
Closed -$14.6M – 799
2022
Q2 		$14.6M Buy
+422,853
New +$17M 0.09% 197

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holocene Advisors's APP Position: Q1 2026 in Review

Holocene Advisors sold out of Applovin (APP) in Q1 2026, closing a stake of 68,885 shares — an estimated $46.4M sold.

Holocene Advisors first reported a position in APP in Q2 2022 and held it in 8 quarters. The position peaked at $83.3M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Holocene Advisors reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 68,885 Applovin shares in Q1 2026, an estimated $46.4M.
  • Holocene Advisors first reported a position in Applovin in Q2 2022 and held it in 8 quarters.
  • Holocene Advisors's Applovin position peaked at $83.3M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.