PCH
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Polar Capital Holdings’s Applovin APP Stock Holding History

Polar Capital Holdings’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 		– Sell
-241,533
Closed -$163M – 244
2025
Q4 		$163M Buy
241,533
+28,416
+13% +$17.9M 0.63% 39
2025
Q3 		$153M Buy
+213,117
New +$98.3M 0.74% 37
2025
Q1 		– Sell
-287,039
Closed -$93M – 292
2024
Q4 		$93M Sell
287,039
-137,314
-32% -$34.7M 0.52% 57
2024
Q3 		$55.4M Buy
+424,353
New +$38.7M 0.26% 80

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polar Capital Holdings's APP Position: Q1 2026 in Review

Polar Capital Holdings sold out of Applovin (APP) in Q1 2026, closing a stake of 241,533 shares — an estimated $163M sold.

Polar Capital Holdings first reported a position in APP in Q3 2024 and held it in 4 quarters. The position peaked at $163M in Q4 2025. 1,390 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Polar Capital Holdings reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Polar Capital Holdings sold 241,533 Applovin shares in Q1 2026, an estimated $163M.
  • Polar Capital Holdings first reported a position in Applovin in Q3 2024 and held it in 4 quarters.
  • Polar Capital Holdings's Applovin position peaked at $163M in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.