Triumph Capital Management’s Applovin APP Stock Holding History

Triumph 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 Q2	$533K	Buy	1,034 +231	+29%	+$111K	0.1%	206
2026 Q1	$320K	Buy	803 +77	+11%	+$37.2K	0.07%	263
2025 Q4	$489K	Sell	726 -301	-29%	-$190K	0.11%	173
2025 Q3	$738K	Buy	1,027 +287	+39%	+$132K	0.2%	115
2025 Q2	$259K	Buy	+740	New	+$240K	0.08%	246
2025 Q1	–	Sell	-1,380	Closed	-$447K	–	278
2024 Q4	$447K	Sell	1,380 -1,546	-53%	-$391K	0.15%	163
2024 Q3	$382K	Buy	+2,926	New	+$267K	0.14%	167

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Triumph Capital Management's APP Position: Q2 2026 in Review

Triumph Capital Management increased its Applovin (APP) stake by 29% in Q2 2026, buying an estimated $111K and bringing the position to 1,034 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #206.

Triumph Capital Management first reported a position in APP in Q3 2024 and has held it in 7 quarters since. The position peaked at $738K in Q3 2025. 265 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Triumph Capital Management held 1,034 shares of Applovin worth $533K as of Q2 2026.
Triumph Capital Management bought 231 Applovin shares in Q2 2026, an estimated $111K.
Applovin made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #206 holding.
Triumph Capital Management first reported a position in Applovin in Q3 2024 and has held it in 7 quarters since.
Triumph Capital Management's Applovin position peaked at $738K in Q3 2025.
265 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.