YC
APP icon

Yarbrough Capital’s Applovin APP Stock Holding History

Yarbrough Capital’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 		$4.22M Hold
8,198
– – 0.13% 57
2026
Q1 		$3.26M Hold
8,198
– – 0.11% 60
2025
Q4 		$5.52M Hold
8,198
– – 0.17% 51
2025
Q3 		$5.89M Hold
8,198
– – 0.18% 50
2025
Q2 		$2.87M Buy
8,198
+4,490
+121% +$1.46M 0.1% 72
2025
Q1 		$983K Buy
+3,708
New +$1.28M 0.04% 96

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

Yarbrough Capital's APP Position: Q2 2026 in Review

Yarbrough Capital held its Applovin (APP) position steady in Q2 2026 at 8,198 shares worth $4.22M. The position accounts for 0.13% of the portfolio, ranked #57.

Yarbrough Capital first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.89M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Yarbrough Capital held 8,198 shares of Applovin worth $4.22M as of Q2 2026.
  • Yarbrough Capital left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 0.13% of Yarbrough Capital's portfolio in Q2 2026, its #57 holding.
  • Yarbrough Capital first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • Yarbrough Capital's Applovin position peaked at $5.89M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.