APP in the 13F filings
Applovin Corp · CUSIP 03831W108
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 7 listed it in both
- Shares listed
- 19,868,987
- combined, among listed positions
- Reported value
- $1.4bn
- combined, at the quarter end
Among the 93 comparable managers: 11 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing APP in Q1 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Lone Pine Capital LLCnew position · 5,319,671 shares now+5,319,671
- Whale Rock Capital Management LLCnew position · 2,818,974 shares now+2,818,974
- Moore Capital Management LPnew position · 709,412 shares now+709,412
- Two Sigma Advisers LPexisting position · 2,839,614 shares now+408,100
- Tudor Investment Corpnew position · 121,455 shares now+121,455
Reductions
- AQR Capital Management LLCexisting position · 745,714 shares now-491,176
- Two Sigma Investments LPexisting position · 2,194,268 shares now-370,294
- ExodusPoint Capital Management LPexisting position · 51,828 shares now-102,980
New positions and exits
New (6)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 4 | $153m | n.a. | n.a. |
| Q3 2021 | 4 | $124m | n.a. | n.a. |
| Q4 2021 | 6 | $223m | n.a. | n.a. |
| Q1 2022 | 5 | $123m | n.a. | n.a. |
| Q2 2022 | 3 | $61m | n.a. | n.a. |
| Q3 2022 | 2 | $115m | n.a. | n.a. |
| Q4 2022 | 5 | $101m | n.a. | n.a. |
| Q1 2023 | 6 | $92m | n.a. | n.a. |
| Q2 2023 | 9 | $128m | n.a. | n.a. |
| Q3 2023 | 11 | $310m | n.a. | n.a. |
| Q4 2023 | 10 | $330m | 5 | 5 |
| Q1 2024 | 15 | $1.4bn | 11 | 3 |
| Q2 2024 | 17 | $1.8bn | 15 | 2 |
| Q3 2024 | 23 | $3.9bn | 14 | 9 |
| Q4 2024 | 36 | $16.5bn | 26 | 12 |
| Q1 2025 | 34 | $13.9bn | 21 | 14 |
| Q2 2025 | 44 | $20.5bn | 27 | 19 |
| Q3 2025 | 36 | $37.9bn | 17 | 20 |
| Q4 2025 | 34 | $38.0bn | 20 | 29 |
| Q1 2026 | 27 | $23.3bn | 19 | 28 |
| Q2 2026 | 22 | $29.1bn | 19 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
APP and GOOGL →APP and AMZN →APP and GOOG →Choose a stock to compare with APP →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own APP, latest filings →Back to the 13F Explorer →