Stock Ownership/APP

AppLovin (APP): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in APP · Information Technology. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
41
13F filers
Aggregate Value
$8.9B
Across holders
Last Price
$298.59
2026-08-24
Sector
Information Technology
GICS
Quarterly fund activity21 increased16 reduced7 exited
Full exits: TIGER GLOBAL MANAGEMENT LLC, VOLORIDGE INVESTMENT MANAGEMENT, LLC, RENAISSANCE TECHNOLOGIES LLC, Alphadyne Asset Management LP, TUDOR INVESTMENT CORP ET AL, Qube Research & Technologies Ltd, STEADFAST CAPITAL MANAGEMENT LP
Institutional Holders of APP
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41 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager6.47M$3.3B37.6%3.0%Reduced+$2.0BQ2 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 0001543170
Hedge Fund1.79M$922.3M10.4%27.1%Unchanged+$0Q2 2026
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
Hedge Fund1.29M$666.8M7.5%2.2%Added+$62.4MQ2 2026
COATUE MANAGEMENT LLC
CIK 0001135730
Hedge Fund1.17M$603.4M6.8%1.2%Reduced+$155.1MQ2 2026
LONE PINE CAPITAL LLC
CIK 0001061165
Hedge Fund1.04M$537.0M6.1%3.3%Reduced$-217.8MQ2 2026
SANDS CAPITAL MANAGEMENT, LLC
CIK 0001020066
Institutional Manager832K$428.5M4.8%1.6%Reduced$-72.1MQ2 2026
Fundsmith LLP
CIK 0001569205
Institutional Manager697K$358.9M4.0%2.6%Added—Q2 2026
D1 Capital Partners L.P.
CIK 0001747057
Hedge Fund669K$344.8M3.9%1.0%Unchanged+$0Q2 2026
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund611K$314.7M3.5%0.3%Reduced$-50.5MQ2 2026
Whale Rock Capital Management LLC
CIK 0001387322
Hedge Fund462K$237.8M2.7%1.9%Reduced$-120.5MQ2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$3.3B· 37.6% of total· 3.0% port· 6.47M sh· +$2.0B QoQ· Q2 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCUnchanged
Hedge Fund
$922.3M· 10.4% of total· 27.1% port· 1.79M sh· +$0 QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCAdded
Hedge Fund
$666.8M· 7.5% of total· 2.2% port· 1.29M sh· +$62.4M QoQ· Q2 2026
COATUE MANAGEMENT LLCReduced
Hedge Fund
$603.4M· 6.8% of total· 1.2% port· 1.17M sh· +$155.1M QoQ· Q2 2026
LONE PINE CAPITAL LLCReduced
Hedge Fund
$537.0M· 6.1% of total· 3.3% port· 1.04M sh· $-217.8M QoQ· Q2 2026
SANDS CAPITAL MANAGEMENT, LLCReduced
Institutional Manager
$428.5M· 4.8% of total· 1.6% port· 832K sh· $-72.1M QoQ· Q2 2026
Fundsmith LLPAdded
Institutional Manager
$358.9M· 4.0% of total· 2.6% port· 697K sh· — QoQ· Q2 2026
D1 Capital Partners L.P.Unchanged
Hedge Fund
$344.8M· 3.9% of total· 1.0% port· 669K sh· +$0 QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$314.7M· 3.5% of total· 0.3% port· 611K sh· $-50.5M QoQ· Q2 2026
Whale Rock Capital Management LLCReduced
Hedge Fund
$237.8M· 2.7% of total· 1.9% port· 462K sh· $-120.5M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPReduced
Hedge Fund
$228.1M· 2.6% of total· 0.1% port· 443K sh· $-97.9M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$123.6M· 1.4% of total· 0.2% port· 240K sh· $-1.5M QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$103.8M· 1.2% of total· 0.1% port· 202K sh· +$35.8M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$96.1M· 1.1% of total· 0.0% port· 187K sh· $-3.3B QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Added
Institutional Manager
$90.3M· 1.0% of total· 0.1% port· 175K sh· +$721K QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$76.4M· 0.9% of total· 0.2% port· 148K sh· +$30.9M QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$75.5M· 0.9% of total· 0.3% port· 147K sh· — QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$64.4M· 0.7% of total· 0.0% port· 128K sh· $-507.6M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$49.0M· 0.6% of total· 0.0% port· 95K sh· $-140.2M QoQ· Q2 2026
3G Capital Partners LPUnchanged
Hedge Fund
$48.9M· 0.6% of total· 13.1% port· 95K sh· +$0 QoQ· Q2 2026
ICONIQ Capital, LLCUnchanged
Family Office
$36.8M· 0.4% of total· 1.1% port· 71K sh· +$0 QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$29.1M· 0.3% of total· 0.1% port· 56K sh· +$6.7M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$17.6M· 0.2% of total· 0.0% port· 34K sh· $-5.4M QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$14.6M· 0.2% of total· 0.0% port· 28K sh· $-57.3M QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$12.6M· 0.1% of total· 0.1% port· 18K sh· $-17.2M QoQ· Q3 2025
Man Group plcReduced
Hedge Fund
$10.5M· 0.1% of total· 0.0% port· 20K sh· $-13.5M QoQ· Q2 2026
Davidson Kempner Capital Management LPAdded
Hedge Fund
$10.3M· 0.1% of total· 0.1% port· 20K sh· — QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$6.6M· 0.1% of total· 0.0% port· 13K sh· $-12.2M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$4.6M· 0.1% of total· 0.0% port· 9K sh· +$1.0M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$3.6M· 0.0% of total· 0.0% port· 7K sh· — QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$2.9M· 0.0% of total· 0.0% port· 6K sh· +$93K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$2.7M· 0.0% of total· 0.3% port· 5K sh· — QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPAdded
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 4K sh· +$1.7M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 4K sh· +$999K QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$1.7M· 0.0% of total· 0.0% port· 3K sh· — QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$420K· 0.0% of total· 0.0% port· 815 sh· +$117K QoQ· Q2 2026
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$357K· 0.0% of total· 0.0% port· 692 sh· — QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$356K· 0.0% of total· 0.0% port· 691 sh· $-7.3M QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCReduced
Hedge Fund
$286K· 0.0% of total· 0.0% port· 555 sh· $-7.0M QoQ· Q2 2026
Bridgewater Advisors Inc.Reduced
Hedge Fund
$220K· 0.0% of total· 0.0% port· 542 sh· $-13K QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Added
Hedge Fund
$2K· 0.0% of total· 0.0% port· 3 sh· $-256K QoQ· Q2 2026
1–10 of 41
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