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TFJ Management’s Applovin APP Stock Holding History

TFJ 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 		$33.2M Buy
64,420
+1,548
+2% +$747K 16.1% 2
2026
Q1 		$25M Buy
62,872
+10,007
+19% +$4.84M 17.7% 2
2025
Q4 		$35.6M Sell
52,865
-1,623
-3% -$1.02M 25.65% 1
2025
Q3 		$39.2M Sell
54,488
-23,355
-30% -$10.8M 26.38% 1
2025
Q2 		$27.3M Hold
77,843
– – 21.27% 1
2025
Q1 		$20.6M Sell
77,843
-7,679
-9% -$2.65M 19.53% 1
2024
Q4 		$27.7M Buy
+85,522
New +$21.6M 24.94% 1

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

TFJ Management's APP Position: Q2 2026 in Review

TFJ Management increased its Applovin (APP) stake by 2.5% in Q2 2026, buying an estimated $747K and bringing the position to 64,420 shares worth $33.2M. The position accounts for 16.1% of the portfolio, ranked #2.

TFJ Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.2M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • TFJ Management held 64,420 shares of Applovin worth $33.2M as of Q2 2026.
  • TFJ Management bought 1,548 Applovin shares in Q2 2026, an estimated $747K.
  • Applovin made up 16.1% of TFJ Management's portfolio in Q2 2026, its #2 holding.
  • TFJ Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • TFJ Management's Applovin position peaked at $39.2M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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