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APP · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

APPGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • APP
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterAPPGOOG
Q3 2020none listed holders, n.a.47 holders, $73.8bn
Q4 2020none listed holders, n.a.48 holders, $88.6bn
Q1 2021none listed holders, n.a.42 holders, $102bn
Q2 20214 holders, $153m42 holders, $122bn
Q3 20214 holders, $124m44 holders, $128bn
Q4 20216 holders, $223m48 holders, $138bn
Q1 20225 holders, $123m48 holders, $125bn
Q2 20223 holders, $61m46 holders, $93.3bn
Q3 20222 holders, $115m46 holders, $79.3bn
Q4 20225 holders, $101m46 holders, $62.7bn
Q1 20236 holders, $92m48 holders, $65.5bn
Q2 20239 holders, $128m43 holders, $75.1bn
Q3 202311 holders, $310m45 holders, $81.6bn
Q4 202310 holders, $330m45 holders, $82.8bn
Q1 202415 holders, $1.4bn46 holders, $83.4bn
Q2 202417 holders, $1.8bn45 holders, $98.4bn
Q3 202423 holders, $3.9bn48 holders, $86.1bn
Q4 202436 holders, $16.5bn49 holders, $94.5bn
Q1 202534 holders, $13.9bn53 holders, $72.6bn
Q2 202544 holders, $20.5bn50 holders, $77.5bn
Q3 202536 holders, $37.9bn49 holders, $107bn
Q4 202534 holders, $38.0bn54 holders, $152bn
Q1 202627 holders, $23.3bn56 holders, $148bn
Q2 202622 holders, $29.1bn53 holders, $194bn
APP

Applovin Corp

Holders
34
Reported value
$13.9bn
Buyers
21
Sellers
14

Breadth +7 among 95 comparable managers.

Software and IT servicesConsumer and digital platforms · L3VLUPInternet, programming and data services
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only APP (13)

Bridgewater Associates LP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Durable Capital Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP, Whale Rock Capital Management LLC

Only GOOG (32)

Acadian Asset Management LLC, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, and 7 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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