Titleist Asset Management’s Applovin APP Stock Holding History

Titleist 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	$431K	Sell	837 -106	-11%	-$51.2K	0.03%	294
2026 Q1	$375K	Buy	943 +558	+145%	+$270K	0.03%	293
2025 Q4	$259K	Sell	385 -218	-36%	-$137K	0.02%	337
2025 Q3	$433K	Buy	+603	New	+$278K	0.04%	218
2025 Q1	–	Sell	-2,368	Closed	-$767K	–	298
2024 Q4	$767K	Buy	+2,368	New	+$599K	0.09%	149

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Titleist Asset Management reduced its Applovin (APP) stake by 11% in Q2 2026, selling an estimated $51.2K and leaving 837 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #294.

Titleist Asset Management first reported a position in APP in Q4 2024 and has held it in 5 quarters since. The position peaked at $767K in Q4 2024. 364 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Titleist Asset Management held 837 shares of Applovin worth $431K as of Q2 2026.
Titleist Asset Management sold 106 Applovin shares in Q2 2026, an estimated $51.2K.
Applovin made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #294 holding.
Titleist Asset Management first reported a position in Applovin in Q4 2024 and has held it in 5 quarters since.
Titleist Asset Management's Applovin position peaked at $767K in Q4 2024.
364 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.