Winslow Capital Management
APP icon

Winslow Capital Management’s Applovin APP Stock Holding History

Winslow 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 		$330M Buy
640,362
+208,471
+48% +$101M 1.14% 32
2026
Q1 		$172M Buy
+431,891
New +$209M 0.67% 38
2025
Q2 		– Sell
-238,616
Closed -$63.2M – 65
2025
Q1 		$63.2M Buy
+238,616
New +$82.2M 0.25% 45

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

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

Winslow Capital Management increased its Applovin (APP) stake by 48% in Q2 2026, buying an estimated $101M and bringing the position to 640,362 shares worth $330M. The position accounts for 1.14% of the portfolio, ranked #32.

Winslow Capital Management first reported a position in APP in Q1 2025 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Winslow Capital Management held 640,362 shares of Applovin worth $330M as of Q2 2026.
  • Winslow Capital Management bought 208,471 Applovin shares in Q2 2026, an estimated $101M.
  • Applovin made up 1.14% of Winslow Capital Management's portfolio in Q2 2026, its #32 holding.
  • Winslow Capital Management first reported a position in Applovin in Q1 2025 and has held it in 3 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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