National Pension Service’s Applovin APP Stock Holding History

National Pension Service’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	$302M	Buy	586,028 +27,701	+5%	+$13.4M	0.19%	106
2026 Q1	$222M	Sell	558,327 -144,958	-21%	-$70.1M	0.17%	145
2025 Q4	$474M	Sell	703,285 -129,141	-16%	-$81.4M	0.35%	52
2025 Q3	$598M	Buy	832,426 +42,155	+5%	+$19.4M	0.46%	35
2025 Q2	$277M	Buy	790,271 +356,443	+82%	+$116M	0.24%	96
2025 Q1	$115M	Sell	433,828 -9,839	-2%	-$3.39M	0.11%	210
2024 Q4	$144M	Sell	443,667 -62,500	-12%	-$15.8M	0.14%	173
2024 Q3	$66.1M	Buy	506,167 +158,267	+45%	+$14.4M	0.06%	259
2024 Q2	$29M	Buy	+347,900	New	+$27M	0.03%	429

Other funds holding APP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

National Pension Service's APP Position: Q2 2026 in Review

National Pension Service increased its Applovin (APP) stake by 5% in Q2 2026, buying an estimated $13.4M and bringing the position to 586,028 shares worth $302M. The position accounts for 0.19% of the portfolio, ranked #106.

National Pension Service first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $598M in Q3 2025. 1,169 funds tracked by Wall St. Rank hold APP as of Q2 2026.

National Pension Service held 586,028 shares of Applovin worth $302M as of Q2 2026.
National Pension Service bought 27,701 Applovin shares in Q2 2026, an estimated $13.4M.
Applovin made up 0.19% of National Pension Service's portfolio in Q2 2026, its #106 holding.
National Pension Service first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
National Pension Service's Applovin position peaked at $598M in Q3 2025.
1,169 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.