LAM
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L2 Asset Management’s Applovin APP Stock Holding History

L2 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
Q2 		$806K Buy
1,564
+210
+16% +$101K 0.08% 191
2026
Q1 		$539K Buy
1,354
+92
+7% +$44.5K 0.05% 228
2025
Q4 		$850K Sell
1,262
-9,366
-88% -$5.9M 0.11% 155
2025
Q3 		$7.64M Buy
10,628
+450
+4% +$208K 1.11% 20
2025
Q2 		$3.56M Sell
10,178
-11,102
-52% -$3.6M 0.58% 56
2025
Q1 		$5.64M Buy
21,280
+2,934
+16% +$1.01M 1.15% 25
2024
Q4 		$5.94M Sell
18,346
-53,751
-75% -$13.6M 1.29% 21
2024
Q3 		$9.41M Buy
72,097
+13,727
+24% +$1.25M 2.56% 6
2024
Q2 		$4.86M Buy
58,370
+5,194
+10% +$403K 1.46% 14
2024
Q1 		$3.68M Buy
53,176
+1,219
+2% +$64.5K 1.21% 27
2023
Q4 		$2.07M Buy
51,957
+51,148
+6,322% +$2M 0.85% 36
2023
Q3 		$1.2M Buy
+809
New +$28.7K 0.56% 52

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

L2 Asset Management's APP Position: Q2 2026 in Review

L2 Asset Management increased its Applovin (APP) stake by 16% in Q2 2026, buying an estimated $101K and bringing the position to 1,564 shares worth $806K. The position accounts for 0.08% of the portfolio, ranked #191.

L2 Asset Management first reported a position in APP in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.41M in Q3 2024. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • L2 Asset Management held 1,564 shares of Applovin worth $806K as of Q2 2026.
  • L2 Asset Management bought 210 Applovin shares in Q2 2026, an estimated $101K.
  • Applovin made up 0.08% of L2 Asset Management's portfolio in Q2 2026, its #191 holding.
  • L2 Asset Management first reported a position in Applovin in Q3 2023 and has held it in 12 quarters since.
  • L2 Asset Management's Applovin position peaked at $9.41M in Q3 2024.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.