YC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Yarbrough Capital's APP Position: Q1 2026 in Review

Yarbrough Capital held its Applovin (APP) position steady in Q1 2026 at 8,198 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #60.

Yarbrough Capital first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.89M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Yarbrough Capital held 8,198 shares of Applovin worth $3.26M as of Q1 2026.
  • Yarbrough Capital left its Applovin share count unchanged in Q1 2026.
  • Applovin made up 0.11% of Yarbrough Capital's portfolio in Q1 2026, its #60 holding.
  • Yarbrough Capital first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • Yarbrough Capital's Applovin position peaked at $5.89M in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.