AppLovin Corp
APP- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
In the last 90 days, AppLovin Corp insiders filed 0 open-market purchases and 1 sale; 1,467 institutions reported holding it in 13F filings for Q2 2026, worth $116.3B in total; 5 superinvestors hold it, including Coatue Management and Lone Pine Capital.
Superinvestors holding APP, Q2 2026
5 superinvestors report holding AppLovin Corp on Form 13F, worth $2.07B in total. Weight is AppLovin Corp's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Coatue ManagementPhilippe Laffont | 1.2% | 1,171,189 | $603.4M | Reduced−9.2% |
| Lone Pine CapitalStephen Mandel | 3.3% | 1,042,268 | $537.0M | Reduced−28.9% |
| FundsmithTerry Smith | 2.6% | 696,568 | $358.9M | New |
| D1 Capital PartnersDan Sundheim | 1.0% | 669,282 | $344.8M | Unchanged |
| Dorsey Asset ManagementPat Dorsey | 14.5% | 439,313 | $226.3M | Added+38.6% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of APP each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
5 superinvestors holding at quarter end
- New
- Fundsmith
- Added
- Dorsey Asset Management (+38.6%)
- Reduced
- Coatue Management (−9.2%), Lone Pine Capital (−28.9%)
- Sold out
- Tiger Global Management
Q1 2026
5 superinvestors holding at quarter end
- New
- Dorsey Asset Management
- Added
- Lone Pine Capital (+87.7%)
- Reduced
- Coatue Management (−41.0%), Tiger Global Management (−22.7%)
Q4 2025
4 superinvestors holding at quarter end
- Reduced
- Coatue Management (−3.6%), Tiger Global Management (−35.4%), Lone Pine Capital (−29.6%), D1 Capital Partners (−20.0%)
- Sold out
- Viking Global Investors
Q3 2025
5 superinvestors holding at quarter end
- Added
- Coatue Management (+24.9%), D1 Capital Partners (+5.9%)
- Reduced
- Lone Pine Capital (−12.1%), Viking Global Investors (−56.4%)
- Sold out
- Duquesne Family Office
Q2 2025
6 superinvestors holding at quarter end
- Added
- Tiger Global Management (+20.1%), Viking Global Investors (+172.1%), Duquesne Family Office (+122.5%)
- Reduced
- Coatue Management (−13.4%), Lone Pine Capital (−20.9%), D1 Capital Partners (0.0%)
Q1 2025
6 superinvestors holding at quarter end
- New
- Tiger Global Management, Duquesne Family Office
- Added
- Lone Pine Capital (+46.9%), D1 Capital Partners (+64.2%)
- Reduced
- Coatue Management (−8.8%), Viking Global Investors (−8.0%)
Q4 2024
4 superinvestors holding at quarter end
- New
- D1 Capital Partners, Viking Global Investors
- Added
- Coatue Management (+15.3%)
- Reduced
- Lone Pine Capital (−54.2%)
- Sold out
- Dorsey Asset Management
Q3 2024
3 superinvestors holding at quarter end
- New
- Dorsey Asset Management
- Reduced
- Lone Pine Capital (−58.4%), Coatue Management (−12.9%)
- Sold out
- HHLR Advisors (Hillhouse)
Q2 2024
3 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+7.2%), Coatue Management (+98.4%), HHLR Advisors (Hillhouse) (+67.0%)
Q1 2024
3 superinvestors holding at quarter end
Q3 2023
1 superinvestor holding at quarter end
- Sold out
- Maverick Capital
Q2 2023
2 superinvestors holding at quarter end
- Added
- Maverick Capital (+49.9%)
Q1 2023
2 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Coatue Management (+216.0%)
- Sold out
- Tiger Global Management
Q4 2022
2 superinvestors holding at quarter end
- New
- Coatue Management
- Reduced
- Tiger Global Management (−14.2%)
Q3 2022
1 superinvestor holding at quarter end
Q1 2022
0 superinvestors holding at quarter end
- Sold out
- Tiger Global Management
Q3 2021
1 superinvestor holding at quarter end
- Reduced
- Tiger Global Management (−35.3%)
Q2 2021
1 superinvestor holding at quarter end