Question 1

Does M&G own APP stock?

Accepted Answer

No. M&G exited its APP (AppLovin) position in Q1 2026. Its Q4 2025 13F listed 6,598 shares worth $4.4M.

Question 2

How many shares of APP does M&G own?

Accepted Answer

None since Q1 2026, when M&G exited the position. Its Q4 2025 13F listed 6,598 shares worth $4.4M.

Question 3

What is M&G's APP position worth?

Accepted Answer

M&G's APP position was worth $4.4M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is M&G buying or selling APP?

Accepted Answer

In Q1 2026, M&G exited its entire APP position.

Question 5

When did M&G first buy APP?

Accepted Answer

M&G first reported APP in its Q1 2025 13F and listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$398.00	0
2025-Q4	Decreased	6,598	-0.4%	$4.4M	0.0%	$673.82	0
2025-Q3	Unchanged	6,622	0.0%	$4.8M	0.0%	$718.54	0
2025-Q2	Increased	6,622	+0.2%	$2.3M	0.0%	$350.08	26
2025-Q1	New	6,610	—	$1.8M	0.0%	$264.97	36