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Josh Resnick’s Applovin APP Stock Holding History

Josh Resnick’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 		$864M Hold
1,677,224
– – 7.14% 2
2026
Q1 		$668M Sell
1,677,224
-418,095
-20% -$202M 9.87% 2
2025
Q4 		$1.41B Hold
2,095,319
– – 16.09% 1
2025
Q3 		$1.51B Hold
2,095,319
– – 15.67% 1
2025
Q2 		$734M Sell
2,095,319
-698,440
-25% -$226M 9.77% 1
2025
Q1 		$740M Hold
2,793,759
– – 13.47% 1
2024
Q4 		$905M Sell
2,793,759
-538,033
-16% -$136M 12.92% 1
2024
Q3 		$435M Hold
3,331,792
– – 10.49% 2
2024
Q2 		$277M Sell
3,331,792
-558,775
-14% -$43.4M 8.34% 2
2024
Q1 		$269M Buy
3,890,567
+2,525,240
+185% +$134M 7.19% 2
2023
Q4 		$54.4M Buy
+1,365,327
New +$53.5M 1.67% 21

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

Josh Resnick's APP Position: Q2 2026 in Review

Josh Resnick held its Applovin (APP) position steady in Q2 2026 at 1,677,224 shares worth $864M. The position accounts for 7.14% of the portfolio, ranked #2.

Josh Resnick first reported a position in APP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51B in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Josh Resnick held 1,677,224 shares of Applovin worth $864M as of Q2 2026.
  • Josh Resnick left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 7.14% of Josh Resnick's portfolio in Q2 2026, its #2 holding.
  • Josh Resnick first reported a position in Applovin in Q4 2023 and has held it in 11 quarters since.
  • Josh Resnick's Applovin position peaked at $1.51B in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.