TFS
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Thoroughbred Financial Services’s Applovin APP Stock Holding History

Thoroughbred Financial Services’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 		$15.1M Buy
29,367
+364
+1% +$176K 0.73% 29
2026
Q1 		$11.5M Buy
29,003
+459
+2% +$222K 0.69% 31
2025
Q4 		$19.2M Buy
28,544
+418
+1% +$263K 1.14% 19
2025
Q3 		$20.2M Buy
28,126
+758
+3% +$350K 1.25% 11
2025
Q2 		$9.58M Sell
27,368
-4,990
-15% -$1.62M 0.67% 32
2025
Q1 		$8.57M Sell
32,358
-2,350
-7% -$810K 0.54% 37
2024
Q4 		$11.2M Sell
34,708
-1,255
-3% -$317K 0.69% 31
2024
Q3 		$4.69M Buy
35,963
+5,432
+18% +$496K 0.3% 64
2024
Q2 		$2.54M Buy
30,531
+8,158
+36% +$633K 0.17% 119
2024
Q1 		$1.55M Buy
22,373
+2,237
+11% +$118K 0.15% 139
2023
Q4 		$802K Buy
20,136
+13,240
+192% +$519K 0.06% 284
2023
Q3 		$275K Buy
+6,896
New +$245K 0.03% 461

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

Thoroughbred Financial Services's APP Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Applovin (APP) stake by 1.3% in Q2 2026, buying an estimated $176K and bringing the position to 29,367 shares worth $15.1M. The position accounts for 0.73% of the portfolio, ranked #29.

Thoroughbred Financial Services first reported a position in APP in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.2M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Thoroughbred Financial Services held 29,367 shares of Applovin worth $15.1M as of Q2 2026.
  • Thoroughbred Financial Services bought 364 Applovin shares in Q2 2026, an estimated $176K.
  • Applovin made up 0.73% of Thoroughbred Financial Services's portfolio in Q2 2026, its #29 holding.
  • Thoroughbred Financial Services first reported a position in Applovin in Q3 2023 and has held it in 12 quarters since.
  • Thoroughbred Financial Services's Applovin position peaked at $20.2M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.