AppLovin Corp. Class AAPP

13F holders, Q2 2024 (June 30)
607holders +96
142new positions
46sold out
11famous investors
$83.22avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions142$730.7M
Exits46$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.

Show all 607 holders