PKO Investment Management Joint-Stock’s Applovin APP Stock Holding History

PKO Investment Management Joint-Stock’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	$5.26M	Sell	10,200 -300	-3%	-$145K	0.38%	63
2026 Q1	$4.18M	Buy	10,500 +2,000	+24%	+$967K	0.35%	66
2025 Q4	$5.73M	Buy	8,500 +1,500	+21%	+$945K	0.46%	49
2025 Q3	$5.03M	Hold	7,000	–	–	0.43%	51
2025 Q2	$2.45M	Sell	7,000 -10,000	-59%	-$3.24M	0.26%	78
2025 Q1	$4.5M	Buy	+17,000	New	+$5.86M	0.51%	44

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

PKO Investment Management Joint-Stock's APP Position: Q2 2026 in Review

PKO Investment Management Joint-Stock reduced its Applovin (APP) stake by 2.9% in Q2 2026, selling an estimated $145K and leaving 10,200 shares worth $5.26M. The position accounts for 0.38% of the portfolio, ranked #63.

PKO Investment Management Joint-Stock first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.73M in Q4 2025. 505 funds tracked by Wall St. Rank hold APP as of Q2 2026.

PKO Investment Management Joint-Stock held 10,200 shares of Applovin worth $5.26M as of Q2 2026.
PKO Investment Management Joint-Stock sold 300 Applovin shares in Q2 2026, an estimated $145K.
Applovin made up 0.38% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #63 holding.
PKO Investment Management Joint-Stock first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
PKO Investment Management Joint-Stock's Applovin position peaked at $5.73M in Q4 2025.
505 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.