Morse Asset Management’s Applovin APP Stock Holding History

Morse 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	$4.98M	Buy	9,658 +2,538	+36%	+$1.22M	0.82%	33
2026 Q1	$2.83M	Buy	7,120 +3,608	+103%	+$1.74M	0.59%	50
2025 Q4	$2.37M	Sell	3,512 -2,748	-44%	-$1.73M	0.47%	58
2025 Q3	$4.5M	Buy	6,260 +4,560	+268%	+$2.1M	0.9%	35
2025 Q2	$595K	Buy	1,700 +1,300	+325%	+$421K	0.13%	115
2025 Q1	$106K	Buy	+400	New	+$138K	0.03%	171

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Morse Asset Management increased its Applovin (APP) stake by 36% in Q2 2026, buying an estimated $1.22M and bringing the position to 9,658 shares worth $4.98M. The position accounts for 0.82% of the portfolio, ranked #33.

Morse Asset Management first reported a position in APP in Q1 2025 and has held it in 6 quarters since. 1,458 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Morse Asset Management held 9,658 shares of Applovin worth $4.98M as of Q2 2026.
Morse Asset Management bought 2,538 Applovin shares in Q2 2026, an estimated $1.22M.
Applovin made up 0.82% of Morse Asset Management's portfolio in Q2 2026, its #33 holding.
Morse Asset Management first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
1,458 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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