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J. Safra Asset Management’s Applovin APP Stock Holding History

J. Safra 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
Q1 		$2.81M Buy
7,066
+3,771
+114% +$1.82M 0.15% 47
2025
Q4 		$2.22M Buy
3,295
+640
+24% +$403K 0.12% 56
2025
Q3 		$1.91M Buy
2,655
+369
+16% +$170K 0.12% 48
2025
Q2 		$800K Buy
2,286
+551
+32% +$179K 0.06% 74
2025
Q1 		$460K Buy
1,735
+1,032
+147% +$356K 0.04% 78
2024
Q4 		$236K Buy
+703
New +$178K 0.02% 110

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

J. Safra Asset Management's APP Position: Q1 2026 in Review

J. Safra Asset Management increased its Applovin (APP) stake by 114% in Q1 2026, buying an estimated $1.82M and bringing the position to 7,066 shares worth $2.81M. The position accounts for 0.15% of the portfolio, ranked #47.

J. Safra Asset Management first reported a position in APP in Q4 2024 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • J. Safra Asset Management held 7,066 shares of Applovin worth $2.81M as of Q1 2026.
  • J. Safra Asset Management bought 3,771 Applovin shares in Q1 2026, an estimated $1.82M.
  • Applovin made up 0.15% of J. Safra Asset Management's portfolio in Q1 2026, its #47 holding.
  • J. Safra Asset Management first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.