AppLovin Corp. Class AAPP
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,018 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 25 from Q4 2024. 176 opened new positions and 152 sold out. The largest holders were BlackRock, Inc. ($5.6B), Vanguard Group Inc. ($4.7B) and FMR LLC ($3.9B). 16 famous investors held it, including Alex Sacerdote (8.5% of Whale Rock Capital Management's portfolio), Stephen Mandel (3.7% of Lone Pine Capital's portfolio) and Daniel Sundheim (3.2% of D1 Capital Partners'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 176 | $1.4B |
| Exits | 152 | $628.0M |
All 13F filers, Q4 2024 → Q1 2025: 33,099,396 shares bought and 28,294,830 shares sold, net +4,804,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,018 holders
| BlackRock, Inc. | 0.12% | Add +4.0% | 21,096,639 | $5.6B |
| Vanguard Group Inc. | 0.09% | Add +7.3% | 17,830,675 | $4.7B |
| FMR LLC | 0.25% | Add +7.5% | 14,885,338 | $3.9B |
| JPMorgan Chase & Co. | 0.17% | Add +24.4% | 8,189,774 | $2.2B |
| WCM Investment Management, LLC | 4.50% | Reduce -7.3% | 6,425,507 | $1.8B |
| T. Rowe Price Associates Inc. | 0.22% | Add +36.7% | 6,588,483 | $1.7B |
| Morgan Stanley | 0.11% | Add +64.4% | 5,567,283 | $1.5B |
| State Street Corp. | 0.06% | Add +1.6% | 5,482,013 | $1.5B |
| Baillie Gifford & Co. | 1.22% | Add +29.0% | 5,270,355 | $1.4B |
| Geode Capital Management, LLC | 0.09% | Reduce -1.6% | 4,448,196 | $1.2B |
| Invesco Ltd. | 0.20% | Add +32.9% | 4,011,306 | $1.1B |
| SVB Wealth LLC | 38.13% | Reduce -36.4% | 3,501,904 | $927.9M |
| Bank of America Corp. | 0.07% | Add +22.0% | 3,002,947 | $795.7M |
| Kensico Capital Management Corp. | 17.19% | Add +12.9% | 2,879,000 | $762.8M |
| Fred Alger Management, LLC | 4.28% | Add +12.0% | 2,833,792 | $750.9M |
| Jericho Capital Asset Management L.P. | 13.47% | No change | 2,793,759 | $740.3M |
| Jennison Associates LLC | 0.44% | Add +86.5% | 2,386,980 | $632.5M |
| Arrowstreet Capital, Limited Partnership | 0.51% | Reduce -17.6% | 2,384,041 | $631.7M |
| Janus Henderson Group PLC | 0.34% | Add +1.5% | 2,275,468 | $619.8M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -7.1% | 2,196,973 | $582.1M |
| Norges Bank | 0.08% | Reduce -15.1% | 2,170,144 | $575.0M |
| Coatue Management | 2.45% | Reduce -8.8% | 2,096,154 | $555.4M |
| Sands Capital Management, LLC | 1.86% | Add +149.1% | 2,058,193 | $545.4M |
| Spruce House Investment Management LLC | 28.30% | Reduce -33.8% | 2,057,024 | $545.0M |
| Franklin Resources Inc. | 0.16% | Add +87.1% | 2,029,810 | $537.8M |
| Alliancebernstein L.P. | 0.18% | Reduce -32.4% | 1,843,323 | $488.4M |
| Whale Rock Capital Management | 8.46% | Add +2.4% | 1,839,128 | $487.3M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -2.2% | 1,739,148 | $460.9M |
| Tiger Global Management | 1.66% | New | 1,668,240 | $442.0M |
| Northern Trust Corp. | 0.06% | Add +1.8% | 1,642,122 | $435.1M |
| UBS Group AG | 0.09% | Reduce -4.1% | 1,593,982 | $422.4M |
| Lone Pine Capital | 3.70% | Add +46.9% | 1,593,928 | $422.3M |
| Capital World Investors | 0.06% | Add +11.0% | 1,444,348 | $382.7M |
| Royal Bank of Canada | 0.09% | Add +61.1% | 1,434,503 | $380.1M |
| Legal & General Group Plc | 0.10% | Add +7.2% | 1,407,488 | $372.9M |
| Sapient Capital LLC | 6.71% | Add +8.0% | 1,284,035 | $340.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +21.8% | 1,243,384 | $329.5M |
| American Century Companies Inc. | 0.18% | Add +13.8% | 1,134,842 | $300.7M |
| Clearbridge Investments, LLC | 0.26% | Add +18.8% | 1,125,552 | $298.2M |
| Wellington Management Group LLP | 0.06% | Reduce -15.1% | 1,115,025 | $295.4M |
| Amundi | 0.11% | Add +82.8% | 1,103,586 | $289.1M |
| Bank of New York Mellon Corp | 0.06% | Add +2.9% | 1,062,544 | $281.5M |
| Raymond James Financial Inc. | 0.10% | Reduce -37.5% | 1,032,811 | $273.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.2% | 1,015,522 | $269.1M |
| First Trust Advisors LP | 0.21% | Reduce -14.0% | 899,158 | $238.3M |
| Renaissance Technologies | 0.35% | Add +68.3% | 879,200 | $233.0M |
| HRT Financial LP | 1.39% | Reduce -6.1% | 828,280 | $219.5M |
| Massachusetts Financial Services Co. | 0.07% | Add +965.2% | 804,254 | $213.1M |
| D1 Capital Partners | 3.21% | Add +64.2% | 790,000 | $209.3M |
| Nuveen, LLC | 0.06% | — | 747,442 | $198.0M |
| 1832 Asset Management L.P. | 0.34% | Reduce -14.9% | 675,676 | $179.0M |
| Voya Investment Management LLC | 0.23% | Reduce -6.8% | 647,128 | $171.5M |
| Deutsche Bank AG | 0.06% | Add +32.3% | 602,787 | $159.7M |
| Swiss National Bank | 0.11% | Add +0.4% | 589,690 | $156.3M |
| Macquarie Group Ltd. | 0.19% | Add +3490.9% | 583,493 | $154.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +2.4% | 557,269 | $147.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -5.9% | 545,418 | $144.5M |
| Wells Fargo & Company | 0.03% | Add +80.1% | 529,529 | $140.3M |
| Sei Investments Co. | 0.17% | Add +31.1% | 511,641 | $135.6M |
| Natixis | 0.75% | New | 478,096 | $126.2M |
| Steadfast Capital Management LP | 3.53% | Add +11.1% | 469,244 | $124.3M |
| Schroder Investment Management Group | 0.12% | Reduce -4.0% | 456,618 | $121.0M |
| Rhumbline Advisers | 0.11% | Add +3.5% | 455,702 | $120.7M |
| No Street GP LP | 9.08% | Add +1.9% | 438,000 | $116.1M |
| National Pension Service | 0.11% | Reduce -2.2% | 433,828 | $115.0M |
| Barclays PLC | 0.05% | Add +9.7% | 432,546 | $114.6M |
| Capital International Investors | 0.02% | New | 429,600 | $113.8M |
| California Public Employees Retirement System | 0.08% | Reduce -2.9% | 426,107 | $112.9M |
| Victory Capital Management Inc. | 0.12% | Add +23.5% | 420,725 | $111.5M |
| Federated Hermes, Inc. | 0.23% | Reduce -13.2% | 410,025 | $108.6M |
| ProShare Advisors LLC | 0.24% | Add +19.5% | 405,085 | $107.3M |
| Greenstone Partners & Co., LLC | 28.44% | Reduce -41.6% | 404,315 | $107.1M |
| Robertson Stephens Wealth Management, LLC | 4.00% | Reduce -1.8% | 403,061 | $106.8M |
| Primecap Management Co. | 0.09% | Add +13.5% | 395,100 | $104.7M |
| Ameriprise Financial Inc. | 0.03% | Add +50.8% | 377,560 | $100.0M |
| Citigroup Inc. | 0.07% | Reduce -9.9% | 367,886 | $97.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -14.0% | 353,158 | $93.6M |
| Durable Capital Partners LP | 0.79% | New | 335,558 | $88.9M |
| California State Teachers Retirement System | 0.11% | Reduce -0.3% | 328,808 | $87.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.19% | Add +78.5% | 327,800 | $86.9M |
| STRS Ohio | 0.36% | Add +153.7% | 325,217 | $86.2M |
| Maplelane Capital, LLC | 8.03% | Add +55.4% | 325,000 | $86.1M |
| Lord, Abbett & Co. LLC | 0.32% | Reduce -45.0% | 323,225 | $85.6M |
| TimesSquare Capital Management, LLC | 1.37% | Add +17.6% | 321,375 | $85.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.21% | Add +12.0% | 308,026 | $81.6M |
| Spyglass Capital Management LLC | 5.50% | Reduce -4.1% | 302,224 | $80.1M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +136.3% | 281,868 | $79.7M |
| Westfield Capital Management Co. LP | 0.38% | Reduce -14.6% | 297,188 | $78.7M |
| Van Eck Associates Corp. | 0.10% | Add +46.5% | 296,046 | $78.4M |
| Millennium Management | 0.08% | Reduce -81.4% | 282,814 | $74.9M |
| Augustine Asset Management Inc. | 21.76% | Reduce -7.0% | 280,980 | $74.5M |
| Susquehanna International Group, LLP | 0.12% | Reduce -45.8% | 274,251 | $72.7M |
| Keenan Capital, LLC | 16.18% | Add +47.7% | 265,510 | $70.4M |
| Castle Hook Partners LP | 1.84% | Reduce -58.3% | 264,006 | $70.0M |
| Mane Global Capital Management LP | 5.53% | Reduce -40.0% | 262,443 | $69.5M |
| Panview Capital Ltd | 26.31% | Reduce -60.3% | 262,218 | $69.5M |
| Frontier Capital Management Co. LLC | 0.75% | Reduce -28.7% | 258,896 | $68.6M |
| FIL Ltd | 0.06% | Add +59.9% | 255,487 | $67.7M |
| Citadel Advisors | 0.07% | Reduce -70.0% | 255,174 | $67.6M |
| State Board of Administration of Florida Retirement System | 0.13% | Add +0.9% | 251,247 | $66.6M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.