APP - APPLOVIN CORP
This page shows which of the focused investors we track hold APP and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 4 managers with an aggregate reported value of $1.28B, which is 0.11% of the combined portfolio.
As of Q2 2026, 4 tracked institutional managers held APP (APPLOVIN CORP) with an aggregate reported value of $1.28B — 0.11% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- APP
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Stephen Mandel - Lone Pine Capital | 3.28% | Reduce -28.9% | 1,042,268 | $537.01M |
| 2 | Terry Smith - Fundsmith | 2.63% | New | 696,568 | $358.89M |
| 3 | Pat Dorsey - Dorsey Asset Management | 14.50% | Add +38.6% | 439,313 | $226.35M |
| 4 | Christopher Davis - Davis Advisors | 0.70% | Reduce -6.0% | 315,539 | $162.72M |
Loading holder history for APP…