Primecap Management
APP icon

Primecap Management’s Applovin APP Stock Holding History

Primecap 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 		$90.3M Buy
175,325
+1,400
+0.8% +$676K 0.05% 162
2026
Q1 		$69.2M Buy
173,925
+21,400
+14% +$10.3M 0.05% 174
2025
Q4 		$103M Sell
152,525
-21,800
-13% -$13.7M 0.08% 147
2025
Q3 		$125M Sell
174,325
-233,200
-57% -$108M 0.1% 136
2025
Q2 		$143M Buy
407,525
+12,425
+3% +$4.03M 0.11% 128
2025
Q1 		$105M Buy
395,100
+47,000
+14% +$16.2M 0.09% 136
2024
Q4 		$113M Buy
+348,100
New +$88.1M 0.09% 132

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

Primecap Management's APP Position: Q2 2026 in Review

Primecap Management increased its Applovin (APP) stake by 0.8% in Q2 2026, buying an estimated $676K and bringing the position to 175,325 shares worth $90.3M. The position accounts for 0.05% of the portfolio, ranked #162.

Primecap Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $143M in Q2 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Primecap Management held 175,325 shares of Applovin worth $90.3M as of Q2 2026.
  • Primecap Management bought 1,400 Applovin shares in Q2 2026, an estimated $676K.
  • Applovin made up 0.05% of Primecap Management's portfolio in Q2 2026, its #162 holding.
  • Primecap Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Primecap Management's Applovin position peaked at $143M in Q2 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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