Millennium Management
APP icon

Millennium Management’s Applovin APP Stock Holding History

Millennium 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 		$93.7M Buy
235,500
+48,300
+26% +$23.3M 0.04% 477
2025
Q4 		$126M Sell
187,200
-48,600
-21% -$30.6M 0.05% 345
2025
Q3 		$169M Sell
235,800
-9,700
-4% -$4.47M 0.07% 234
2025
Q2 		$85.9M Sell
245,500
-40,100
-14% -$13M 0.04% 477
2025
Q1 		$75.7M Buy
285,600
+5,500
+2% +$1.9M 0.04% 512
2024
Q4 		$90.7M Buy
280,100
+77,700
+38% +$19.7M 0.04% 436
2024
Q3 		$26.4M Buy
202,400
+148,200
+273% +$13.5M 0.01% 1300
2024
Q2 		$4.51M Buy
54,200
+50,800
+1,494% +$3.94M ﹤0.01% 2820
2024
Q1 		$235K Buy
+3,400
New +$180K ﹤0.01% 5284
2021
Q3 		– Sell
-20,000
Closed -$1.5M – 6748
2021
Q2 		$1.5M Buy
+20,000
New +$1.38M ﹤0.01% 4262

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

Millennium Management's APP Position: Q1 2026 in Review

Millennium Management increased its Applovin (APP) stake by 69% in Q1 2026, buying an estimated $8.76M and bringing the position to 44,504 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #1653.

Millennium Management first reported a position in APP in Q3 2021 and has held it in 18 quarters since. The position peaked at $909M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Millennium Management held 44,504 shares of Applovin worth $17.7M as of Q1 2026.
  • Millennium Management bought 18,119 Applovin shares in Q1 2026, an estimated $8.76M.
  • Applovin made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1653 holding.
  • Millennium Management first reported a position in Applovin in Q3 2021 and has held it in 18 quarters since.
  • Millennium Management's Applovin position peaked at $909M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.