AppLovin Corp. Class AAPP
13F holders, Q2 2025 (June 30)1,202holders +184
265new positions
92sold out
16famous investors
$349.00avg. 13F price*
At the end of Q2 2025, 1,202 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 184 from Q1 2025. 265 opened new positions and 92 sold out. The largest holders were BlackRock, Inc. ($6.6B), Vanguard Group Inc. ($6.3B) and FMR LLC ($5.0B). 16 famous investors held it, including Alex Sacerdote (5.9% of Whale Rock Capital Management's portfolio), Daniel Sundheim (3.8% of D1 Capital Partners's portfolio) and Stephen Mandel (3.2% of Lone Pine Capital'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 265 | $1.4B |
| Exits | 92 | $1.3B |
All 13F filers, Q1 2025 → Q2 2025: 22,183,344 shares bought and 30,547,108 shares sold, net −8,363,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,202 holders
| BlackRock, Inc. | 0.13% | Reduce -10.2% | 18,940,754 | $6.6B |
| Vanguard Group Inc. | 0.10% | Add +0.4% | 17,902,795 | $6.3B |
| FMR LLC | 0.28% | Reduce -3.3% | 14,388,019 | $5.0B |
| Baillie Gifford & Co. | 1.67% | Add +21.4% | 6,400,229 | $2.2B |
| T. Rowe Price Associates Inc. | 0.23% | Reduce -13.9% | 5,672,522 | $2.0B |
| State Street Corp. | 0.07% | Add +2.4% | 5,615,415 | $2.0B |
| WCM Investment Management, LLC | 4.46% | Reduce -8.8% | 5,859,423 | $2.0B |
| Morgan Stanley | 0.12% | Reduce -7.2% | 5,164,058 | $1.8B |
| JPMorgan Chase & Co. | 0.11% | Reduce -42.0% | 4,749,043 | $1.7B |
| Invesco Ltd. | 0.23% | Reduce -2.1% | 3,925,669 | $1.4B |
| Geode Capital Management, LLC | 0.08% | Reduce -25.1% | 3,332,008 | $1.2B |
| Bank of America Corp. | 0.09% | Add +7.9% | 3,240,195 | $1.1B |
| Kensico Capital Management Corp. | 20.35% | Add +5.0% | 3,023,500 | $1.1B |
| Janus Henderson Group PLC | 0.47% | Add +20.1% | 2,733,837 | $957.1M |
| Norges Bank | 0.12% | Add +25.3% | 2,718,067 | $951.5M |
| Capital World Investors | 0.13% | Add +81.8% | 2,626,324 | $919.4M |
| Millennium Management | 0.84% | Add +818.6% | 2,597,928 | $909.5M |
| Jennison Associates LLC | 0.52% | Add +4.9% | 2,504,180 | $876.7M |
| Fred Alger Management, LLC | 3.65% | Reduce -17.9% | 2,327,644 | $814.9M |
| Jericho Capital Asset Management L.P. | 9.77% | Reduce -25.0% | 2,095,319 | $733.5M |
| Spruce House Investment Management LLC | 26.57% | No change | 2,057,024 | $720.1M |
| Tiger Global Management | 2.06% | Add +20.1% | 2,002,989 | $701.2M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -10.4% | 1,969,427 | $689.5M |
| Franklin Resources Inc. | 0.18% | Reduce -3.7% | 1,954,958 | $684.4M |
| Arrowstreet Capital, Limited Partnership | 0.47% | Reduce -19.9% | 1,908,870 | $668.3M |
| D. E. Shaw & Co. | 0.69% | Add +692.6% | 1,865,752 | $653.2M |
| Coatue Management | 1.77% | Reduce -13.4% | 1,815,815 | $635.7M |
| Dimensional Fund Advisors LP | 0.14% | Add +0.8% | 1,753,247 | $613.5M |
| Alliancebernstein L.P. | 0.20% | Reduce -6.4% | 1,724,934 | $603.9M |
| Northern Trust Corp. | 0.08% | Reduce -1.5% | 1,617,800 | $566.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +29.1% | 1,604,547 | $561.7M |
| HRT Financial LP | 2.43% | Add +90.4% | 1,577,072 | $552.1M |
| Legal & General Group Plc | 0.12% | Add +0.7% | 1,417,199 | $496.1M |
| Renaissance Technologies | 0.64% | Add +57.1% | 1,380,832 | $483.4M |
| Sapient Capital LLC | 8.03% | Reduce -0.3% | 1,280,491 | $448.3M |
| Lone Pine Capital | 3.20% | Reduce -20.9% | 1,261,334 | $441.6M |
| Amundi | 0.15% | Add +17.7% | 1,299,140 | $436.5M |
| Royal Bank of Canada | 0.08% | Reduce -13.8% | 1,236,470 | $432.9M |
| Whale Rock Capital Management | 5.95% | Reduce -33.4% | 1,224,524 | $428.7M |
| UBS Group AG | 0.08% | Reduce -33.5% | 1,060,864 | $371.4M |
| Bank of New York Mellon Corp | 0.07% | Reduce -6.9% | 989,153 | $346.3M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -3.0% | 985,320 | $344.9M |
| Citadel Advisors | 0.30% | Add +283.5% | 978,559 | $342.6M |
| Clearbridge Investments, LLC | 0.27% | Reduce -17.1% | 932,631 | $326.5M |
| Deutsche Bank AG | 0.12% | Add +50.0% | 904,382 | $316.6M |
| Wells Fargo & Company | 0.07% | Add +68.5% | 892,099 | $312.3M |
| American Century Companies Inc. | 0.16% | Reduce -24.6% | 855,136 | $299.4M |
| Qube Research & Technologies Ltd | 0.41% | New | 845,092 | $295.8M |
| Sands Capital Management, LLC | 0.82% | Reduce -60.3% | 817,346 | $286.1M |
| Capital International Investors | 0.05% | Add +89.0% | 811,904 | $284.2M |
| National Pension Service | 0.24% | Add +82.2% | 790,271 | $276.7M |
| D1 Capital Partners | 3.84% | Reduce 0.0% | 789,982 | $276.6M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -3.9% | 772,737 | $270.5M |
| First Trust Advisors LP | 0.20% | Reduce -19.9% | 720,407 | $252.2M |
| Swiss National Bank | 0.15% | Add +19.1% | 702,190 | $245.8M |
| Susquehanna International Group, LLP | 0.33% | Add +125.8% | 619,183 | $216.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Add +9.2% | 608,274 | $212.9M |
| Barclays PLC | 0.08% | Add +31.7% | 569,473 | $199.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -7.0% | 507,430 | $177.6M |
| Nuveen, LLC | 0.05% | Reduce -32.7% | 503,283 | $176.2M |
| Federated Hermes, Inc. | 0.33% | Add +21.7% | 499,002 | $174.7M |
| 1832 Asset Management L.P. | 0.29% | Reduce -30.2% | 471,884 | $165.2M |
| Canada Pension Plan Investment Board | 0.13% | Add +204.8% | 425,622 | $149.0M |
| Wellington Management Group LLP | 0.03% | Reduce -61.9% | 425,394 | $148.9M |
| Victory Capital Management Inc. | 0.10% | Reduce -0.1% | 420,434 | $147.2M |
| ProShare Advisors LLC | 0.29% | Add +3.5% | 419,080 | $146.7M |
| Sei Investments Co. | 0.17% | Reduce -18.6% | 416,756 | $145.9M |
| California Public Employees Retirement System | 0.09% | Reduce -2.2% | 416,666 | $145.9M |
| Lord, Abbett & Co. LLC | 0.48% | Add +26.9% | 410,276 | $143.6M |
| Primecap Management Co. | 0.11% | Add +3.1% | 407,525 | $142.7M |
| Ensign Peak Advisors, Inc | 0.24% | Add +66.7% | 405,747 | $142.0M |
| Citigroup Inc. | 0.10% | Add +7.4% | 395,094 | $138.3M |
| Robertson Stephens Wealth Management, LLC | 4.75% | Reduce -2.9% | 391,585 | $137.1M |
| Viking Global Investors | 0.38% | Add +172.1% | 372,973 | $130.6M |
| Schroder Investment Management Group | 0.11% | Reduce -18.6% | 371,541 | $130.1M |
| California State Teachers Retirement System | 0.14% | Add +10.3% | 362,589 | $126.9M |
| STRS Ohio | 0.47% | Add +10.1% | 357,924 | $125.3M |
| TD Asset Management Inc | 0.11% | Add +78.0% | 355,689 | $124.5M |
| Jane Street Group, LLC | 0.20% | Add +43.3% | 352,647 | $123.5M |
| Greenstone Partners & Co., LLC | 28.59% | Reduce -13.8% | 348,515 | $122.0M |
| New York State Common Retirement Fund | 0.16% | Add +62.4% | 346,441 | $121.3M |
| No Street GP LP | 8.90% | Reduce -22.4% | 340,000 | $119.0M |
| BNP Paribas Financial Markets | 0.09% | Add +77.4% | 337,629 | $118.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.27% | Add +7.6% | 331,411 | $116.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Reduce -1.5% | 322,797 | $112.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -70.4% | 305,566 | $107.0M |
| Macquarie Group Ltd. | 0.13% | Reduce -48.1% | 302,760 | $106.0M |
| Neuberger Berman Group LLC | 0.08% | Reduce -14.4% | 302,149 | $105.8M |
| Rhumbline Advisers | 0.09% | Reduce -36.7% | 288,650 | $101.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -24.7% | 284,238 | $99.5M |
| Augustine Asset Management Inc. | 25.91% | Reduce -1.5% | 276,685 | $96.9M |
| Andra AP-fonden | 1.35% | Add +70.1% | 276,600 | $96.8M |
| AustralianSuper Pty Ltd | 0.48% | Add +11.8% | 272,611 | $95.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.17% | Add +17.4% | 271,636 | $95.1M |
| Keenan Capital, LLC | 21.79% | Add +0.4% | 266,510 | $93.3M |
| Brevan Howard Capital Management LP | 1.02% | New | 263,755 | $92.3M |
| TimesSquare Capital Management, LLC | 1.31% | Reduce -19.2% | 259,661 | $90.9M |
| FIL Ltd | 0.08% | Add +0.7% | 257,335 | $90.1M |
| Steadfast Capital Management LP | 1.67% | Reduce -45.5% | 255,911 | $89.6M |
| Trivest Advisors Ltd | 3.48% | New | 255,700 | $89.5M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.