Nomura Asset Management’s Applovin APP Stock Holding History

Nomura 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	$117M	Sell	227,114 -15,474	-6%	-$7.47M	0.25%	72
2026 Q1	$96.6M	Buy	242,588 +102,999	+74%	+$49.8M	0.25%	72
2025 Q4	$94.1M	Buy	139,589 +49,399	+55%	+$31.1M	0.24%	78
2025 Q3	$64.8M	Buy	90,190 +6,666	+8%	+$3.07M	0.17%	123
2025 Q2	$29.2M	Buy	83,524 +12,215	+17%	+$3.96M	0.08%	259
2025 Q1	$18.9M	Buy	71,309 +3,940	+6%	+$1.36M	0.06%	297
2024 Q4	$21.8M	Sell	67,369 -20,106	-23%	-$5.09M	0.07%	262
2024 Q3	$11.4M	Buy	87,475 +9,530	+12%	+$869K	0.04%	381
2024 Q2	$6.49M	Buy	77,945 +30,035	+63%	+$2.33M	0.02%	486
2024 Q1	$3.32M	Buy	+47,910	New	+$2.54M	0.01%	632
2022 Q4	–	Sell	-25,134	Closed	-$490K	–	1507
2022 Q3	$490K	Hold	25,134	–	–	﹤0.01%	858
2022 Q2	$866K	Buy	+25,134	New	+$1.01M	0.01%	832

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

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

Nomura Asset Management reduced its Applovin (APP) stake by 6.4% in Q2 2026, selling an estimated $7.47M and leaving 227,114 shares worth $117M. The position accounts for 0.25% of the portfolio, ranked #72.

Nomura Asset Management first reported a position in APP in Q2 2022 and has held it in 12 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Nomura Asset Management held 227,114 shares of Applovin worth $117M as of Q2 2026.
Nomura Asset Management sold 15,474 Applovin shares in Q2 2026, an estimated $7.47M.
Applovin made up 0.25% of Nomura Asset Management's portfolio in Q2 2026, its #72 holding.
Nomura Asset Management first reported a position in Applovin in Q2 2022 and has held it in 12 quarters since.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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