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Silvant Capital Management’s Applovin APP Stock Holding History

Silvant 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 		$33.8M Buy
65,584
+9,230
+16% +$4.45M 0.98% 23
2026
Q1 		$22.4M Buy
56,354
+661
+1% +$319K 0.78% 22
2025
Q4 		$37.5M Buy
55,693
+40,692
+271% +$25.6M 1.27% 17
2025
Q3 		$10.8M Buy
15,001
+959
+7% +$442K 0.37% 35
2025
Q2 		$4.92M Sell
14,042
-24,654
-64% -$7.99M 0.19% 77
2025
Q1 		$10.3M Buy
38,696
+8,328
+27% +$2.87M 0.47% 30
2024
Q4 		$9.83M Sell
30,368
-8,211
-21% -$2.08M 0.41% 35
2024
Q3 		$5.04M Buy
+38,579
New +$3.52M 0.22% 61

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

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

Silvant Capital Management increased its Applovin (APP) stake by 16% in Q2 2026, buying an estimated $4.45M and bringing the position to 65,584 shares worth $33.8M. The position accounts for 0.98% of the portfolio, ranked #23.

Silvant Capital Management first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.5M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Silvant Capital Management held 65,584 shares of Applovin worth $33.8M as of Q2 2026.
  • Silvant Capital Management bought 9,230 Applovin shares in Q2 2026, an estimated $4.45M.
  • Applovin made up 0.98% of Silvant Capital Management's portfolio in Q2 2026, its #23 holding.
  • Silvant Capital Management first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • Silvant Capital Management's Applovin position peaked at $37.5M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.