Sumitomo Mitsui DS Asset Management’s Applovin APP Stock Holding History

Sumitomo Mitsui DS Asset 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	$29.4M	Sell	57,093 -714	-1%	-$345K	0.2%	94
2026 Q1	$23M	Buy	57,807 +6,170	+12%	+$2.98M	0.19%	106
2025 Q4	$34.8M	Buy	51,637 +375	+0.7%	+$236K	0.27%	74
2025 Q3	$36.8M	Buy	51,262 +26,493	+107%	+$12.2M	0.3%	69
2025 Q2	$8.67M	Buy	24,769 +4,961	+25%	+$1.61M	0.08%	200
2025 Q1	$5.25M	Buy	19,808 +824	+4%	+$284K	0.05%	270
2024 Q4	$6.15M	Sell	18,984 -773	-4%	-$196K	0.06%	239
2024 Q3	$2.58M	Buy	19,757 +4,287	+28%	+$391K	0.03%	419
2024 Q2	$1.29M	Buy	15,470 +16	+0.1%	+$1.24K	0.02%	548
2024 Q1	$1.07M	Buy	+15,454	New	+$818K	0.01%	585
2022 Q3	–	Sell	-9,235	Closed	-$318K	–	763
2022 Q2	$318K	Buy	+9,235	New	+$371K	0.01%	702

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's APP Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Applovin (APP) stake by 1.2% in Q2 2026, selling an estimated $345K and leaving 57,093 shares worth $29.4M. The position accounts for 0.2% of the portfolio, ranked #94.

Sumitomo Mitsui DS Asset Management first reported a position in APP in Q2 2022 and has held it in 11 quarters since. The position peaked at $36.8M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 57,093 shares of Applovin worth $29.4M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 714 Applovin shares in Q2 2026, an estimated $345K.
Applovin made up 0.2% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #94 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Applovin in Q2 2022 and has held it in 11 quarters since.
Sumitomo Mitsui DS Asset Management's Applovin position peaked at $36.8M in Q3 2025.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.