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Polymer Capital Management (HK)’s Applovin APP Stock Holding History

Polymer Capital Management (HK)’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
2025
Q4 		– Sell
-8,164
Closed -$5.87M – 134
2025
Q3 		$5.87M Buy
+8,164
New +$3.76M 0.81% 37
2025
Q2 		– Sell
-3,342
Closed -$886K – 155
2025
Q1 		$886K Sell
3,342
-2,458
-42% -$847K 0.15% 90
2024
Q4 		$1.88M Sell
5,800
-5,700
-50% -$1.44M 0.33% 86
2024
Q3 		$1.5M Buy
+11,500
New +$1.05M 0.35% 70
2024
Q2 		– Sell
-3,800
Closed -$263K – 164
2024
Q1 		$263K Buy
+3,800
New +$201K 0.07% 140

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polymer Capital Management (HK)'s APP Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of Applovin (APP) in Q4 2025, closing a stake of 8,164 shares — an estimated $5.87M sold.

Polymer Capital Management (HK) first reported a position in APP in Q1 2024 and held it in 5 quarters. The position peaked at $5.87M in Q3 2025. 1,593 funds tracked by Wall St. Rank hold APP as of Q4 2025.

  • Polymer Capital Management (HK) reported no remaining Applovin position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 8,164 Applovin shares in Q4 2025, an estimated $5.87M.
  • Polymer Capital Management (HK) first reported a position in Applovin in Q1 2024 and held it in 5 quarters.
  • Polymer Capital Management (HK)'s Applovin position peaked at $5.87M in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.