Totem Point Management’s Applovin APP Stock Holding History

Totem Point 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	-2,457	Closed	-$1.66M	–	18
2025 Q4	$1.66M	Sell	2,457 -4,846	-66%	-$3.05M	1.65%	12
2025 Q3	$5.25M	Buy	+7,303	New	+$3.37M	4.68%	10

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Totem Point Management's APP Position: Q1 2026 in Review

Totem Point Management sold out of Applovin (APP) in Q1 2026, closing a stake of 2,457 shares — an estimated $1.66M sold.

Totem Point Management first reported a position in APP in Q3 2025 and held it in 2 quarters. The position peaked at $5.25M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Totem Point Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Totem Point Management sold 2,457 Applovin shares in Q1 2026, an estimated $1.66M.
Totem Point Management first reported a position in Applovin in Q3 2025 and held it in 2 quarters.
Totem Point Management's Applovin position peaked at $5.25M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.