PCM
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Polymer Capital Management’s Applovin APP Stock Holding History

Polymer Capital 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
Q2 		– Sell
-1,881
Closed -$749K – 639
2026
Q1 		$749K Buy
+1,881
New +$909K 0.08% 283
2025
Q4 		– Sell
-914
Closed -$657K – 762
2025
Q3 		$657K Buy
914
+261
+40% +$120K 0.07% 344
2025
Q2 		$229K Sell
653
-327
-33% -$106K 0.03% 508
2025
Q1 		$260K Buy
+980
New +$338K 0.07% 389

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Polymer Capital Management's APP Position: Q2 2026 in Review

Polymer Capital Management sold out of Applovin (APP) in Q2 2026, closing a stake of 1,881 shares — an estimated $749K sold.

Polymer Capital Management first reported a position in APP in Q1 2025 and held it in 4 quarters. The position peaked at $749K in Q1 2026. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Polymer Capital Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 1,881 Applovin shares in Q2 2026, an estimated $749K.
  • Polymer Capital Management first reported a position in Applovin in Q1 2025 and held it in 4 quarters.
  • Polymer Capital Management's Applovin position peaked at $749K in Q1 2026.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.