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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
Q2 		– Sell
-20,000
Closed -$5.3M – 156
2025
Q1 		$5.3M Buy
+20,000
New +$6.89M 0.9% 35

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 1,591 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.
  • 1,591 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.