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Vinva Investment Management’s Applovin APP Stock Holding History

Vinva Investment 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 		$16.3M Buy
32,694
+6,243
+24% +$3.01M 0.11% 171
2026
Q1 		$9.84M Buy
26,451
+316
+1% +$153K 0.12% 176
2025
Q4 		$18.1M Buy
26,135
+3,282
+14% +$2.07M 0.23% 111
2025
Q3 		$16.3M Sell
22,853
-6,045
-21% -$2.79M 0.32% 77
2025
Q2 		$9.65M Buy
28,898
+10,569
+58% +$3.43M 0.25% 102
2025
Q1 		$4.99M Sell
18,329
-16,180
-47% -$5.58M 0.2% 129
2024
Q4 		$11.6M Sell
34,509
-50,742
-60% -$12.8M 0.44% 47
2024
Q3 		$10.9M Buy
85,251
+13,465
+19% +$1.23M 0.46% 48
2024
Q2 		$5.97M Buy
71,786
+34,030
+90% +$2.64M 0.3% 72
2024
Q1 		$2.61M Buy
+37,756
New +$2M 0.15% 169

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

Vinva Investment Management's APP Position: Q2 2026 in Review

Vinva Investment Management increased its Applovin (APP) stake by 24% in Q2 2026, buying an estimated $3.01M and bringing the position to 32,694 shares worth $16.3M. The position accounts for 0.11% of the portfolio, ranked #171.

Vinva Investment Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.1M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Vinva Investment Management held 32,694 shares of Applovin worth $16.3M as of Q2 2026.
  • Vinva Investment Management bought 6,243 Applovin shares in Q2 2026, an estimated $3.01M.
  • Applovin made up 0.11% of Vinva Investment Management's portfolio in Q2 2026, its #171 holding.
  • Vinva Investment Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Vinva Investment Management's Applovin position peaked at $18.1M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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