AppLovin Corp. Class AAPP

13F holders, Q1 2025 (March 31)
1,018holders +25
176new positions
152sold out
16famous investors
$261.85avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions176$1.4B
Exits152$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.

Show all 1,018 holders