WT Asset Management’s Applovin APP Stock Holding History

WT Asset 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	$73.1M	Buy	141,799 +60,599	+75%	+$29.2M	1.45%	18
2026 Q1	$32.3M	Buy	81,200 +5,800	+8%	+$2.8M	0.68%	20
2025 Q4	$50.8M	Sell	75,400 -131,400	-64%	-$82.8M	2.02%	19
2025 Q3	$149M	Buy	206,800 +120,000	+138%	+$55.3M	6.86%	3
2025 Q2	$30.4M	Sell	86,800 -5,063	-6%	-$1.64M	2.13%	14
2025 Q1	$24.3M	Buy	+91,863	New	+$31.7M	2.84%	13
2024 Q4	–	Sell	-4,000	Closed	-$522K	–	42
2024 Q3	$522K	Sell	4,000 -145,400	-97%	-$13.3M	0.1%	28
2024 Q2	$12.4M	Buy	+149,400	New	+$11.6M	1.21%	18

Other funds holding APP

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WT Asset Management's APP Position: Q2 2026 in Review

WT Asset Management increased its Applovin (APP) stake by 75% in Q2 2026, buying an estimated $29.2M and bringing the position to 141,799 shares worth $73.1M. The position accounts for 1.45% of the portfolio, ranked #18.

WT Asset Management first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $149M in Q3 2025. 782 funds tracked by Wall St. Rank hold APP as of Q2 2026.

WT Asset Management held 141,799 shares of Applovin worth $73.1M as of Q2 2026.
WT Asset Management bought 60,599 Applovin shares in Q2 2026, an estimated $29.2M.
Applovin made up 1.45% of WT Asset Management's portfolio in Q2 2026, its #18 holding.
WT Asset Management first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
WT Asset Management's Applovin position peaked at $149M in Q3 2025.
782 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on WT Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.