MCM
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Marsico Capital Management’s Applovin APP Stock Holding History

Marsico Capital 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 		– Sell
-175,938
Closed -$119M – 66
2025
Q4 		$119M Buy
175,938
+9,783
+6% +$6.16M 3.3% 12
2025
Q3 		$119M Buy
166,155
+122,497
+281% +$56.5M 3.06% 12
2025
Q2 		$15.3M Buy
+43,658
New +$14.2M 0.41% 42
2025
Q1 		– Sell
-213,918
Closed -$69.3M – 64
2024
Q4 		$69.3M Buy
213,918
+145,262
+212% +$36.7M 1.88% 19
2024
Q3 		$8.96M Buy
68,656
+8,079
+13% +$737K 0.25% 44
2024
Q2 		$5.04M Buy
+60,577
New +$4.7M 0.15% 50

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

Marsico Capital Management's APP Position: Q1 2026 in Review

Marsico Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 175,938 shares — an estimated $119M sold.

Marsico Capital Management first reported a position in APP in Q2 2024 and held it in 6 quarters. The position peaked at $119M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Marsico Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Marsico Capital Management sold 175,938 Applovin shares in Q1 2026, an estimated $119M.
  • Marsico Capital Management first reported a position in Applovin in Q2 2024 and held it in 6 quarters.
  • Marsico Capital Management's Applovin position peaked at $119M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.