MAM
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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
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
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

Morse Asset Management's APP Position: Q1 2026 in Review

Morse Asset Management increased its Applovin (APP) stake by 103% in Q1 2026, buying an estimated $1.74M and bringing the position to 7,120 shares worth $2.83M. The position accounts for 0.59% of the portfolio, ranked #50.

Morse Asset Management first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.5M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Morse Asset Management held 7,120 shares of Applovin worth $2.83M as of Q1 2026.
  • Morse Asset Management bought 3,608 Applovin shares in Q1 2026, an estimated $1.74M.
  • Applovin made up 0.59% of Morse Asset Management's portfolio in Q1 2026, its #50 holding.
  • Morse Asset Management first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • Morse Asset Management's Applovin position peaked at $4.5M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.