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Machina Capital’s Applovin APP Stock Holding History

Machina Capital’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 		$671K Buy
1,303
+595
+84% +$287K 0.11% 235
2026
Q1 		$282K Hold
708
– – 0.06% 308
2025
Q4 		$477K Hold
708
– – 0.09% 247
2025
Q3 		$509K Hold
708
– – 0.09% 236
2025
Q2 		$248K Buy
+708
New +$230K 0.05% 280
2025
Q1 		– Sell
-700
Closed -$227K – 281
2024
Q4 		$227K Buy
+700
New +$177K 0.1% 243
2023
Q2 		– Sell
-700
Closed -$11K – 269
2023
Q1 		$11K Buy
+700
New +$9.18K 0.01% 414

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 $3.38T AUM 44.17% 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

Machina Capital's APP Position: Q2 2026 in Review

Machina Capital increased its Applovin (APP) stake by 84% in Q2 2026, buying an estimated $287K and bringing the position to 1,303 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #235.

Machina Capital first reported a position in APP in Q1 2023 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Machina Capital held 1,303 shares of Applovin worth $671K as of Q2 2026.
  • Machina Capital bought 595 Applovin shares in Q2 2026, an estimated $287K.
  • Applovin made up 0.11% of Machina Capital's portfolio in Q2 2026, its #235 holding.
  • Machina Capital first reported a position in Applovin in Q1 2023 and has held it in 7 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.