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
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 $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

Thoroughbred Financial Services's APP Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Applovin (APP) stake by 1.6% in Q1 2026, buying an estimated $222K and bringing the position to 29,003 shares worth $11.5M. The position accounts for 0.69% of the portfolio, ranked #31.

Thoroughbred Financial Services first reported a position in APP in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.2M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Thoroughbred Financial Services held 29,003 shares of Applovin worth $11.5M as of Q1 2026.
  • Thoroughbred Financial Services bought 459 Applovin shares in Q1 2026, an estimated $222K.
  • Applovin made up 0.69% of Thoroughbred Financial Services's portfolio in Q1 2026, its #31 holding.
  • Thoroughbred Financial Services first reported a position in Applovin in Q3 2023 and has held it in 11 quarters since.
  • Thoroughbred Financial Services's Applovin position peaked at $20.2M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.