UniSuper Management’s Applovin APP Stock Holding History

UniSuper 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	$24M	Buy	46,491 +1,247	+3%	+$602K	0.12%	118
2026 Q1	$18M	Sell	45,244 -2,266	-5%	-$1.1M	0.12%	125
2025 Q4	$32M	Sell	47,510 -3,032	-6%	-$1.91M	0.19%	93
2025 Q3	$36.3M	Buy	50,542 +46,542	+1,164%	+$21.5M	0.22%	89
2025 Q2	$1.4M	Hold	4,000	–	–	0.01%	545
2025 Q1	$1.06M	Hold	4,000	–	–	0.01%	554
2024 Q4	$1.3M	Sell	4,000 -1,100	-22%	-$278K	0.01%	532
2024 Q3	$666K	Buy	5,100 +800	+19%	+$73K	0.01%	604
2024 Q2	$358K	Buy	4,300 +1,700	+65%	+$132K	﹤0.01%	869
2024 Q1	$180K	Buy	+2,600	New	+$138K	﹤0.01%	939

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UniSuper Management's APP Position: Q2 2026 in Review

UniSuper Management increased its Applovin (APP) stake by 2.8% in Q2 2026, buying an estimated $602K and bringing the position to 46,491 shares worth $24M. The position accounts for 0.12% of the portfolio, ranked #118.

UniSuper Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.3M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

UniSuper Management held 46,491 shares of Applovin worth $24M as of Q2 2026.
UniSuper Management bought 1,247 Applovin shares in Q2 2026, an estimated $602K.
Applovin made up 0.12% of UniSuper Management's portfolio in Q2 2026, its #118 holding.
UniSuper Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
UniSuper Management's Applovin position peaked at $36.3M in Q3 2025.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.