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Thames Capital Management’s Applovin APP Stock Holding History

Thames 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
Q1 		– Sell
-18,727
Closed -$12.6M – 45
2025
Q4 		$12.6M Buy
18,727
+2,025
+12% +$1.28M 1.83% 26
2025
Q3 		$12M Buy
16,702
+8,925
+115% +$4.12M 1.71% 25
2025
Q2 		$2.72M Buy
+7,777
New +$2.52M 0.62% 41

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

Thames Capital Management's APP Position: Q1 2026 in Review

Thames Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 18,727 shares — an estimated $12.6M sold.

Thames Capital Management first reported a position in APP in Q2 2025 and held it in 3 quarters. The position peaked at $12.6M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Thames Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Thames Capital Management sold 18,727 Applovin shares in Q1 2026, an estimated $12.6M.
  • Thames Capital Management first reported a position in Applovin in Q2 2025 and held it in 3 quarters.
  • Thames Capital Management's Applovin position peaked at $12.6M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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