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
2025
Q3 		– Sell
-30,000
Closed -$10.5M – 757
2025
Q2 		$10.5M Buy
+30,000
New +$9.73M 1.24% 11

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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's APP Position: Q1 2026 in Review

Polymer Capital Management opened a new position in Applovin (APP) in Q1 2026: 1,881 shares worth $749K. The stake represents 0.08% of the portfolio and ranks #283 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in APP as recently as Q3 2025.

Polymer Capital Management first reported a position in APP in Q1 2025 and has held it in 4 quarters since. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Polymer Capital Management held 1,881 shares of Applovin worth $749K as of Q1 2026.
  • Applovin was a new Polymer Capital Management position in Q1 2026.
  • Applovin made up 0.08% of Polymer Capital Management's portfolio in Q1 2026, its #283 holding.
  • Polymer Capital Management first reported a position in Applovin in Q1 2025 and has held it in 4 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.