Question 1

How many shares of APP does Erste Asset Management GmbH own?

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH holds 58,937 shares of APP (APPLOVIN CORP-CLASS A).

Question 2

What is Erste Asset Management GmbH's APP position worth?

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH's APP position is worth $29.4M.

Question 3

Is Erste Asset Management GmbH buying or selling APP?

Accepted Answer

In 2026-Q2, Erste Asset Management GmbH increased their APP position (+430.8% change in shares).

Question 4

When did Erste Asset Management GmbH first buy APP?

Accepted Answer

Based on available 13F filings, Erste Asset Management GmbH first reported a position in APP in 2024-Q3. They have held the position across 18 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	58,937	+430.8%	$29.4M	0.2%	$515.23	56
2026-Q1	Unchanged	11,104	0.0%	$4.1M	0.0%	$398.00	0
2025-Q4	Decreased	11,104	-28.5%	$7.8M	0.1%	$673.82	0
2025-Q3	Decreased	15,530	-72.8%	$11.1M	0.1%	$718.54	0
2025-Q2	Increased	57,080	+470.8%	$19.1M	0.2%	$350.08	55
2025-Q1	Unchanged	10,000	0.0%	$2.7M	0.0%	$264.97	0
2024-Q4	Increased	10,000	—	$3.4M	0.0%	$323.83	26
2024-Q3	Unchanged	0	—	$0	0.0%	$130.55	0