TAM
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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
Q2 		$10.3M Hold
20,000
– – 0.74% 44
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 $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

Telemark Asset Management's APP Position: Q2 2026 in Review

Telemark Asset Management held its Applovin (APP) position steady in Q2 2026 at 20,000 shares worth $10.3M. The position accounts for 0.74% of the portfolio, ranked #44.

Telemark Asset Management first reported a position in APP in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Telemark Asset Management held 20,000 shares of Applovin worth $10.3M as of Q2 2026.
  • Telemark Asset Management left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 0.74% of Telemark Asset Management's portfolio in Q2 2026, its #44 holding.
  • Telemark Asset Management first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
  • Telemark Asset Management's Applovin position peaked at $13.5M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.