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APP: insider buying, 13F holders, analyst moves
Applovin Corp
A summary of public filings about Applovin Corp. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
10 of our 100 managers hold APP
Combined reported value $5.04B; 2 sold out since Q1 2026.
Holders among our 100 managers: 3 in Q3 2023, 10 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Kensico Capital | $1.64B | 28.12% | Trimmed |
| Jericho Capital Asset | $864.2M | 7.14% | Unchanged |
| Coatue Management | $603.4M | 1.24% | Trimmed |
| Lone Pine Capital | $537.0M | 3.28% | Trimmed |
| Fundsmith | $358.9M | 2.63% | New |
| D1 Capital Partners | $344.8M | 0.99% | Unchanged |
| Whale Rock Capital | $237.8M | 1.91% | Trimmed |
| Dorsey Asset | $226.3M | 14.50% | Added |
| Davis Selected Advisers | $162.7M | 0.70% | Trimmed |
| Castle Hook Partners | $61.2M | 0.66% | Added |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.