AppLovin Corp. Class AAPP

13F holders, Q1 2024 (March 31)
511holders
11famous investors
$69.09avg. 13F price*

At the end of Q1 2024, 511 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings. The largest holders were GQG Partners LLC ($1.6B), Vanguard Group Inc. ($1.0B) and BlackRock Inc. ($754.1M). 11 famous investors held it, including Stephen Mandel (2.9% of Lone Pine Capital's portfolio), Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio) and Philippe Laffont (0.3% of Coatue Management's portfolio).

Company
AppLovin Corp. Class A
Sector
Technology
CUSIP
03831W108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 511Q1 2024Q2 2024: 607Q2 2024Q3 2024: 704Q3 2024Q4 2024: 993Q4 2024Q1 2025: 1,018Q1 2025Q2 2025: 1,202Q2 2025Q3 2025: 1,453Q3 2025Q4 2025: 1,594Q4 2025Q1 2026: 1,394Q1 2026Q2 2026: 1,463Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions191$1.7B
Exits51$141.7M

Ownership 511 holders

GQG Partners LLC 2.52% Reduce -11.8% 22,646,189 $1.6B
Vanguard Group Inc. 0.02% Reduce -4.7% 14,709,407 $1.0B
BlackRock Inc. 0.02% Add +25.0% 10,894,650 $754.1M
WCM Investment Management, LLC 1.18% New 7,187,062 $497.5M
SVB Wealth LLC 8.88% Reduce -18.0% 5,752,822 $398.2M
Lone Pine Capital 2.91% New 5,319,671 $368.2M
Spruce House Investment Management LLC 24.89% No change 5,000,000 $346.1M
Sapient Capital LLC 6.05% Reduce -4.7% 3,948,852 $273.3M
Jericho Capital Asset Management L.P. 7.19% Add +184.9% 3,890,567 $269.3M
State Street Corp. 0.01% Add +21.9% 3,808,951 $263.7M
Bank of America Corp. 0.02% Add +581.4% 3,470,537 $240.2M
NetEase, Inc. 95.22% Reduce -4.5% 3,356,105 $232.3M
Geode Capital Management, LLC 0.02% Add +24.3% 3,161,357 $218.8M
Two Sigma Advisers, LP 0.46% Add +16.8% 2,839,614 $196.6M
Whale Rock Capital Management 2.90% New 2,818,974 $195.1M
Morgan Stanley 0.02% Add +18.0% 2,715,074 $187.9M
Citadel Advisors 0.18% Add +222.1% 2,627,475 $181.9M
Two Sigma Investments, LP 0.38% Reduce -14.4% 2,194,268 $151.9M
No Street GP LP 13.22% Add +9.3% 2,175,000 $150.6M
Kensico Capital Management Corp. 4.91% Reduce -1.3% 2,149,700 $148.8M
Goldman Sachs Group Inc. 0.03% Add +1.3% 1,807,059 $125.1M
Norges Bank 0.02% Add +59.9% 1,763,981 $122.1M
Raymond James & Associates 0.07% Add +48.4% 1,545,837 $107.0M
Spyglass Capital Management LLC 6.71% Reduce -3.9% 1,454,624 $100.7M
First Trust Advisors LP 0.10% Reduce -37.0% 1,447,633 $100.2M
Panview Asian Equity Master Fund 30.19% New 1,390,000 $96.2M
Qube Research & Technologies Ltd 0.17% Add +61.8% 1,338,579 $92.7M
Charles Schwab Investment Management Inc. 0.02% Add +27.3% 1,300,870 $90.0M
Northern Trust Corp. 0.01% Add +39.0% 1,197,593 $82.9M
Dimensional Fund Advisors LP 0.02% Add +2.7% 1,171,953 $81.1M
Coatue Management 0.31% No change 1,153,420 $79.8M
Invesco Ltd. 0.02% Add +39.8% 1,115,624 $77.2M
Keenan Capital, LLC 16.36% Reduce -27.0% 923,030 $63.9M
Bank of New York Mellon Corp 0.01% Add +8.8% 852,350 $59.0M
Nuveen Asset Management, LLC 0.02% Reduce -0.1% 831,495 $57.6M
Greenstone Partners & Co., LLC 24.75% No change 796,837 $55.2M
Jackson Square Partners, LLC 2.28% New 790,750 $54.7M
Schroder Investment Management Group 0.06% New 785,143 $54.3M
AQR Capital Management 0.09% Reduce -39.7% 745,714 $51.6M
Lord, Abbett & Co. LLC 0.16% Add +419.3% 724,930 $50.2M
Moore Capital Management, LP 1.05% New 709,412 $49.1M
Russell Investments Group, Ltd. 0.07% Add +2.3% 666,251 $46.1M
Jane Street Group, LLC 0.06% Add +2.2% 658,672 $45.6M
FMR LLC 0.00% Add +23.3% 649,986 $45.0M
Renaissance Technologies 0.07% Add +110.5% 636,600 $44.1M
Amundi 0.02% Add +9660.7% 632,004 $43.5M
Van Eck Associates Corp. 0.06% Reduce -24.5% 615,899 $42.6M
Federated Hermes, Inc. 0.10% Add +39.6% 615,684 $42.6M
Robertson Stephens Wealth Management, LLC 2.24% Reduce -9.7% 591,265 $40.9M
Scout Investments, Inc. 0.95% Add +63.6% 561,450 $38.8M
T. Rowe Price Associates Inc. 0.00% Add +122.2% 536,937 $37.2M
Swiss National Bank 0.03% Add +89.3% 536,790 $37.2M
Clearbridge Investments, LLC 0.03% Add +719.4% 516,509 $35.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +109.0% 509,602 $35.3M
Voloridge Investment Management, LLC 0.13% Add +4.1% 509,537 $35.3M
Munro Partners 1.12% Add +11026.5% 451,735 $31.3M
Blackstone Inc. 0.13% New 450,000 $31.1M
Blue Grotto Capital, LLC 5.99% New 426,374 $29.5M
Los Angeles Capital Management LLC 0.10% Add +76.8% 415,501 $28.8M
JPMorgan Chase & Co. 0.00% Add +113.6% 413,493 $28.6M
Augustine Asset Management Inc. 11.37% Reduce -34.1% 394,033 $27.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% New 391,213 $27.1M
California Public Employees Retirement System 0.02% Reduce -3.9% 390,299 $27.0M
Franklin Resources Inc. 0.01% Add +61.3% 379,416 $26.3M
Susquehanna International Group, LLP 0.04% Reduce -63.6% 376,621 $26.1M
CI Investments Inc. 0.10% Add +167.1% 370,682 $25.7M
Smith Group Asset Management, LLC 1.45% Add +1812.6% 366,355 $25.4M
MGB Wealth Management, LLC 10.17% Add +1767.0% 361,634 $25.0M
Ardmore Road Asset Management LP 4.27% Add +40.0% 350,000 $24.2M
Allspring Global Investments Holdings, LLC 0.04% Add +177.2% 340,823 $23.6M
Victory Capital Management Inc. 0.02% Add +29.0% 336,676 $23.3M
3G Capital Partners LP 9.45% New 325,000 $22.5M
Millennium Management 0.02% Reduce -72.7% 303,416 $21.0M
Steadview Capital Management LLC 6.19% New 302,500 $20.9M
Alliancebernstein L.P. 0.01% Add +99.0% 297,690 $20.6M
Delta Global Management LP 1.56% New 296,785 $20.5M
Sei Investments Co. 0.03% Add +457.9% 291,359 $20.2M
Legal & General Group Plc 0.01% Add +31.6% 290,283 $20.1M
Braun Stacey Associates Inc. 0.72% New 263,795 $18.3M
Teacher Retirement System of Texas 0.12% Add +320.5% 262,913 $18.2M
Bridgeway Capital Management, LLC 0.36% Add +8.6% 252,100 $17.5M
Brighton Jones LLC 0.63% Reduce -24.1% 251,123 $17.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +9470.1% 250,641 $17.3M
Rhumbline Advisers 0.02% Reduce -3.5% 241,912 $16.7M
California State Teachers Retirement System 0.02% Add +47.7% 241,197 $16.7M
Boston Partners 0.02% Reduce -8.8% 221,863 $15.4M
UBS Group AG 0.00% Add +37.6% 214,598 $14.9M
Contrarius Investment Management Ltd 0.84% Add +14.4% 210,492 $14.6M
Point72 Asset Management 0.04% Reduce -14.9% 208,020 $14.4M
Mariner, LLC 0.03% Add +842.9% 207,779 $14.4M
Quadrature Capital Ltd 0.24% New 205,995 $14.3M
Deutsche Bank AG 0.01% Add +2041.4% 189,639 $13.1M
Caisse de depot et placement du Quebec 0.03% New 187,482 $13.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +535.0% 185,287 $12.8M
Massachusetts Financial Services Co. 0.00% Add +82.7% 180,912 $12.5M
Citigroup Inc. 0.01% Add +38.1% 179,864 $12.5M
Blair William & Co. 0.04% Add +20.2% 178,070 $12.3M
Comerica Bank 0.05% Add +2.7% 175,883 $12.2M
Gotham Asset Management 0.18% Reduce -33.3% 175,613 $12.2M
HSBC Holdings PLC 0.01% Add +1693.6% 169,997 $11.8M

"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.

Show all 511 holders