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Twin Capital Management’s Applovin APP Stock Holding History

Twin 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 		$1.8M Buy
3,501
+19
+0.5% +$9.17K 0.2% 116
2026
Q1 		$1.39M Sell
3,482
-903
-21% -$436K 0.18% 128
2025
Q4 		$2.95M Buy
4,385
+1,314
+43% +$828K 0.37% 72
2025
Q3 		$2.21M Sell
3,071
-2,541
-45% -$1.17M 0.28% 95
2025
Q2 		$1.96M Buy
5,612
+130
+2% +$42.1K 0.21% 121
2025
Q1 		$1.45M Buy
+5,482
New +$1.89M 0.17% 139

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

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

Twin Capital Management increased its Applovin (APP) stake by 0.55% in Q2 2026, buying an estimated $9.17K and bringing the position to 3,501 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #116.

Twin Capital Management first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2025. 1,460 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Twin Capital Management held 3,501 shares of Applovin worth $1.8M as of Q2 2026.
  • Twin Capital Management bought 19 Applovin shares in Q2 2026, an estimated $9.17K.
  • Applovin made up 0.2% of Twin Capital Management's portfolio in Q2 2026, its #116 holding.
  • Twin Capital Management first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • Twin Capital Management's Applovin position peaked at $2.95M in Q4 2025.
  • 1,460 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.