Nissay Asset Management’s Applovin APP Stock Holding History

Nissay 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	$41.7M	Buy	80,992 +5,185	+7%	+$2.5M	0.18%	95
2026 Q1	$30.2M	Buy	75,807 +1,700	+2%	+$822K	0.16%	98
2025 Q4	$49.9M	Buy	74,107 +3,690	+5%	+$2.33M	0.26%	64
2025 Q3	$50.6M	Buy	70,417 +1,356	+2%	+$625K	0.28%	60
2025 Q2	$24.2M	Buy	69,061 +5,453	+9%	+$1.77M	0.14%	116
2025 Q1	$16.9M	Buy	63,608 +7,945	+14%	+$2.74M	0.11%	135
2024 Q4	$18.7M	Buy	55,663 +30,950	+125%	+$7.83M	0.11%	127
2024 Q3	$3.23M	Buy	24,713 +3,495	+16%	+$319K	0.02%	409
2024 Q2	$1.77M	Buy	21,218 +3,653	+21%	+$283K	0.01%	530
2024 Q1	$1.22M	Buy	+17,565	New	+$930K	0.01%	611
2022 Q4	–	Sell	-14,278	Closed	-$278K	–	749
2022 Q3	$278K	Buy	14,278 +531	+4%	+$15.9K	﹤0.01%	709
2022 Q2	$473K	Buy	+13,747	New	+$552K	﹤0.01%	681

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

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

Nissay Asset Management increased its Applovin (APP) stake by 6.8% in Q2 2026, buying an estimated $2.5M and bringing the position to 80,992 shares worth $41.7M. The position accounts for 0.18% of the portfolio, ranked #95.

Nissay Asset Management first reported a position in APP in Q2 2022 and has held it in 12 quarters since. The position peaked at $50.6M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Nissay Asset Management held 80,992 shares of Applovin worth $41.7M as of Q2 2026.
Nissay Asset Management bought 5,185 Applovin shares in Q2 2026, an estimated $2.5M.
Applovin made up 0.18% of Nissay Asset Management's portfolio in Q2 2026, its #95 holding.
Nissay Asset Management first reported a position in Applovin in Q2 2022 and has held it in 12 quarters since.
Nissay Asset Management's Applovin position peaked at $50.6M in Q3 2025.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.