AppLovin Corp. Class AAPP
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 607 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 96 from Q1 2024. 142 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($1.6B), GQG Partners LLC ($1.1B) and BlackRock Inc. ($1.1B). 11 famous investors held it, including Stephen Mandel (3.8% of Lone Pine Capital's portfolio), Alex Sacerdote (3.8% of Whale Rock Capital Management's portfolio) and Philippe Laffont (0.7% of Coatue Management's portfolio).
- Company
- AppLovin Corp. Class A
- Sector
- Technology
- CUSIP
- 03831W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $730.7M |
| Exits | 46 | $114.9M |
All 13F filers, Q1 2024 → Q2 2024: 39,014,767 shares bought and 26,531,932 shares sold, net +12,482,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 607 holders
| Vanguard Group Inc. | 0.03% | Add +29.9% | 19,103,230 | $1.6B |
| GQG Partners LLC | 1.68% | Reduce -41.3% | 13,289,036 | $1.1B |
| BlackRock Inc. | 0.02% | Add +19.8% | 13,050,803 | $1.1B |
| WCM Investment Management, LLC | 1.92% | Add +36.2% | 9,791,400 | $813.9M |
| Lone Pine Capital | 3.85% | Add +7.2% | 5,702,438 | $474.6M |
| SVB Wealth LLC | 11.35% | Reduce -4.2% | 5,511,632 | $458.7M |
| State Street Corp. | 0.02% | Add +30.2% | 4,959,604 | $412.7M |
| Bank of America Corp. | 0.03% | Add +16.4% | 4,040,429 | $336.2M |
| Spruce House Investment Management LLC | 19.73% | Reduce -28.0% | 3,600,000 | $299.6M |
| Geode Capital Management, LLC | 0.03% | Add +10.6% | 3,496,894 | $290.7M |
| Fred Alger Management, LLC | 1.41% | New | 3,492,613 | $290.7M |
| Two Sigma Advisers, LP | 0.62% | Add +18.1% | 3,353,414 | $279.1M |
| Jericho Capital Asset Management L.P. | 8.34% | Reduce -14.4% | 3,331,792 | $277.3M |
| Whale Rock Capital Management | 3.79% | Add +13.9% | 3,210,352 | $267.2M |
| Sapient Capital LLC | 5.09% | Reduce -25.5% | 2,940,234 | $244.7M |
| Two Sigma Investments, LP | 0.52% | Add +15.2% | 2,528,678 | $210.4M |
| Morgan Stanley | 0.02% | Reduce -9.2% | 2,464,637 | $205.1M |
| Norges Bank | 0.03% | Add +34.4% | 2,370,308 | $197.3M |
| Coatue Management | 0.74% | Add +98.4% | 2,288,403 | $190.4M |
| Kensico Capital Management Corp. | 5.48% | Reduce -2.2% | 2,101,800 | $174.9M |
| NetEase, Inc. | 93.44% | Reduce -42.1% | 1,943,257 | $161.7M |
| Janus Henderson Group PLC | 0.08% | Add +16714.5% | 1,790,242 | $149.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -7.8% | 1,666,177 | $138.7M |
| Lord, Abbett & Co. LLC | 0.41% | Add +106.5% | 1,496,685 | $124.6M |
| 1832 Asset Management L.P. | 0.23% | Add +977.3% | 1,496,300 | $124.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +27.5% | 1,494,516 | $124.4M |
| Panview Asian Equity Master Fund | 30.97% | Add +6.1% | 1,475,000 | $122.7M |
| First Trust Advisors LP | 0.11% | Reduce -8.3% | 1,327,281 | $110.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.9% | 1,325,912 | $110.3M |
| Northern Trust Corp. | 0.02% | Add +5.5% | 1,262,926 | $105.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +134.8% | 1,260,934 | $104.9M |
| JPMorgan Chase & Co. | 0.01% | Add +204.1% | 1,257,285 | $104.6M |
| Qube Research & Technologies Ltd | 0.19% | Reduce -6.8% | 1,247,681 | $103.8M |
| FMR LLC | 0.01% | Add +68.0% | 1,092,099 | $90.9M |
| Raymond James & Associates | 0.06% | Reduce -29.9% | 1,083,866 | $90.2M |
| Spyglass Capital Management LLC | 6.39% | Reduce -27.9% | 1,048,239 | $87.2M |
| Invesco Ltd. | 0.02% | Reduce -12.7% | 974,505 | $81.1M |
| Bank of New York Mellon Corp | 0.02% | Add +13.1% | 964,068 | $80.2M |
| Palestra Capital Management LLC | 3.02% | New | 918,256 | $76.4M |
| Clearbridge Investments, LLC | 0.06% | Add +73.0% | 893,344 | $74.3M |
| No Street GP LP | 5.98% | Reduce -60.9% | 850,000 | $70.7M |
| Citadel Advisors | 0.07% | Reduce -69.1% | 812,999 | $67.7M |
| Greenstone Partners & Co., LLC | 27.70% | No change | 796,837 | $66.3M |
| Federated Hermes, Inc. | 0.16% | Add +28.9% | 793,886 | $66.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -7.8% | 766,339 | $63.8M |
| Keenan Capital, LLC | 15.45% | Reduce -17.9% | 758,290 | $63.1M |
| Perpetual Ltd | 0.68% | New | 751,551 | $62.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +46.2% | 744,892 | $62.0M |
| Schroder Investment Management Group | 0.07% | Reduce -6.1% | 736,916 | $61.3M |
| Franklin Resources Inc. | 0.02% | Add +91.8% | 727,862 | $60.6M |
| Jane Street Group, LLC | 0.06% | Add +2.0% | 672,067 | $55.9M |
| Amundi | 0.02% | Reduce -5.6% | 596,775 | $51.9M |
| UBS Group AG | 0.02% | Add +189.4% | 620,971 | $51.7M |
| Balyasny Asset Management L.P. | 0.13% | Add +11929.9% | 601,132 | $50.0M |
| Voloridge Investment Management, LLC | 0.18% | Add +16.5% | 593,592 | $49.4M |
| Jackson Square Partners, LLC | 2.85% | Reduce -29.1% | 560,946 | $46.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +695.0% | 549,453 | $45.7M |
| KBC Group NV | 0.14% | Add +5812.7% | 538,703 | $44.8M |
| Robertson Stephens Wealth Management, LLC | 2.34% | Reduce -9.1% | 537,469 | $44.7M |
| Swiss National Bank | 0.03% | Reduce -0.9% | 532,090 | $44.3M |
| Sei Investments Co. | 0.06% | Add +77.0% | 515,665 | $42.9M |
| Millennium Management | 0.04% | Add +63.9% | 497,312 | $41.4M |
| Legal & General Group Plc | 0.01% | Add +69.7% | 492,602 | $41.0M |
| Ameriprise Financial Inc. | 0.01% | Add +266.2% | 491,678 | $40.9M |
| California Public Employees Retirement System | 0.03% | Add +22.9% | 479,870 | $39.9M |
| Caisse de depot et placement du Quebec | 0.10% | Add +152.3% | 473,102 | $39.4M |
| Van Eck Associates Corp. | 0.05% | Reduce -24.8% | 462,935 | $38.5M |
| Tudor Investment Corporation | 0.42% | Add +270.3% | 449,780 | $37.4M |
| Scout Investments, Inc. | 0.97% | Reduce -22.5% | 435,206 | $36.2M |
| Delta Global Management LP | 2.38% | Add +44.7% | 429,509 | $35.7M |
| Neuberger Berman Group LLC | 0.03% | New | 409,899 | $34.1M |
| Smith Group Asset Management, LLC | 2.83% | Add +4.5% | 382,804 | $31.9M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -42.6% | 382,419 | $31.8M |
| Worldquant Millennium Advisors LLC | 0.29% | New | 376,378 | $31.3M |
| Augustine Asset Management Inc. | 11.97% | Reduce -5.5% | 372,499 | $31.0M |
| Renaissance Technologies | 0.05% | Reduce -42.3% | 367,300 | $30.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -7.0% | 363,889 | $30.3M |
| MGB Wealth Management, LLC | 11.08% | Reduce -3.5% | 349,134 | $29.6M |
| National Pension Service | 0.03% | New | 347,900 | $29.0M |
| Rhumbline Advisers | 0.03% | Add +35.5% | 327,798 | $27.3M |
| Steadview Capital Management LLC | 9.11% | Add +7.8% | 326,100 | $27.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 324,162 | $27.0M |
| Korea Investment CORP | 0.07% | Add +355.5% | 322,310 | $26.8M |
| Teacher Retirement System of Texas | 0.14% | Add +12.8% | 296,557 | $24.7M |
| California State Teachers Retirement System | 0.03% | Add +22.8% | 296,146 | $24.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -16.7% | 283,779 | $23.6M |
| Munro Partners | 0.85% | Reduce -38.8% | 276,419 | $23.0M |
| CI Investments Inc. | 0.09% | Reduce -25.5% | 276,131 | $23.0M |
| Citigroup Inc. | 0.02% | Add +51.2% | 272,009 | $22.6M |
| Braun Stacey Associates Inc. | 0.86% | Add +1.0% | 266,380 | $22.2M |
| Victory Capital Management Inc. | 0.02% | Reduce -23.5% | 257,706 | $21.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +0.9% | 252,977 | $21.1M |
| AQR Capital Management | 0.03% | Reduce -66.2% | 251,842 | $21.0M |
| Blue Grotto Capital, LLC | 4.21% | Reduce -41.0% | 251,752 | $21.0M |
| Lazard Asset Management LLC | 0.03% | Add +76.5% | 244,407 | $20.3M |
| Deutsche Bank AG | 0.01% | Add +28.1% | 242,971 | $20.2M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +200.3% | 241,203 | $20.1M |
| 3G Capital Partners LP | 7.52% | Reduce -27.7% | 235,000 | $19.6M |
| American Century Companies Inc. | 0.01% | Add +80.1% | 232,378 | $19.3M |
| Discovery Capital Management, LLC / CT | 2.62% | Add +217.9% | 230,500 | $19.2M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.