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Picton Mahoney Asset Management’s Applovin APP Stock Holding History

Picton Mahoney 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 		$457K Sell
1,147
-10,518
-90% -$5.08M ﹤0.01% 752
2025
Q4 		$7.86M Buy
11,665
+5,935
+104% +$3.74M 0.06% 251
2025
Q3 		$4.12M Buy
5,730
+2,307
+67% +$1.06M 0.04% 307
2025
Q2 		$1.2M Buy
3,423
+3,412
+31,018% +$1.11M 0.01% 401
2025
Q1 		$3K Sell
11
-59,851
-100% -$20.6M ﹤0.01% 665
2024
Q4 		$19.4M Sell
59,862
-78,762
-57% -$19.9M 0.4% 57
2024
Q3 		$18.1M Buy
138,624
+8,545
+7% +$780K 0.59% 45
2024
Q2 		$10.8M Sell
130,079
-10,805
-8% -$838K 0.42% 87
2024
Q1 		$9.75M Buy
140,884
+55,909
+66% +$2.96M 0.29% 96
2023
Q4 		$3.39M Buy
+84,975
New +$3.33M 0.09% 158

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 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

Picton Mahoney Asset Management's APP Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Applovin (APP) stake by 90% in Q1 2026, selling an estimated $5.08M and leaving 1,147 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Picton Mahoney Asset Management first reported a position in APP in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.4M in Q4 2024. 1,388 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Picton Mahoney Asset Management held 1,147 shares of Applovin worth $457K as of Q1 2026.
  • Picton Mahoney Asset Management sold 10,518 Applovin shares in Q1 2026, an estimated $5.08M.
  • Applovin made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #752 holding.
  • Picton Mahoney Asset Management first reported a position in Applovin in Q4 2023 and has held it in 10 quarters since.
  • Picton Mahoney Asset Management's Applovin position peaked at $19.4M in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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