TAM
APP icon

Telemark Asset Management’s Applovin APP Stock Holding History

Telemark 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
Q1 		$7.96M Hold
20,000
– – 0.74% 43
2025
Q4 		$13.5M Buy
+20,000
New +$12.6M 1.35% 26

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

Telemark Asset Management's APP Position: Q1 2026 in Review

Telemark Asset Management held its Applovin (APP) position steady in Q1 2026 at 20,000 shares worth $7.96M. The position accounts for 0.74% of the portfolio, ranked #43.

Telemark Asset Management first reported a position in APP in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.5M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Telemark Asset Management held 20,000 shares of Applovin worth $7.96M as of Q1 2026.
  • Telemark Asset Management left its Applovin share count unchanged in Q1 2026.
  • Applovin made up 0.74% of Telemark Asset Management's portfolio in Q1 2026, its #43 holding.
  • Telemark Asset Management first reported a position in Applovin in Q4 2025 and has held it in 2 quarters since.
  • Telemark Asset Management's Applovin position peaked at $13.5M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.