Next Century Growth Investors’s Applovin APP Stock Holding History

Next Century Growth Investors’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	$1.95M	Sell	4,899 -3,291	-40%	-$1.59M	0.14%	108
2025 Q4	$5.52M	Sell	8,190 -27	-0.3%	-$17K	0.38%	83
2025 Q3	$5.9M	Sell	8,217 -103	-1%	-$47.5K	0.43%	75
2025 Q2	$2.91M	Sell	8,320 -4,415	-35%	-$1.43M	0.23%	105
2025 Q1	$3.37M	Buy	12,735 +4,162	+49%	+$1.43M	0.3%	91
2024 Q4	$2.78M	Buy	+8,573	New	+$2.17M	0.21%	111

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Century Growth Investors's APP Position: Q1 2026 in Review

Next Century Growth Investors reduced its Applovin (APP) stake by 40% in Q1 2026, selling an estimated $1.59M and leaving 4,899 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #108.

Next Century Growth Investors first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.9M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Next Century Growth Investors held 4,899 shares of Applovin worth $1.95M as of Q1 2026.
Next Century Growth Investors sold 3,291 Applovin shares in Q1 2026, an estimated $1.59M.
Applovin made up 0.14% of Next Century Growth Investors's portfolio in Q1 2026, its #108 holding.
Next Century Growth Investors first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
Next Century Growth Investors's Applovin position peaked at $5.9M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Next Century Growth Investors's 13F filing for Q1 2026, filed 14 May 2026.