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 2025 it was held by 7 managers with an aggregate reported value of $1.56B, which is 0.13% of the combined portfolio.
As of Q2 2025, 7 tracked institutional managers held APP (APPLOVIN CORP) with an aggregate reported value of $1.56B — 0.13% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- APP
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Chase Coleman - Tiger Global Management | 2.06% | Add +20.1% | 2,002,989 | $701.21M |
| 2 | Stephen Mandel - Lone Pine Capital | 3.20% | Reduce -20.9% | 1,261,334 | $441.57M |
| 3 | Viking Global Investors - Viking Global Investors | 0.38% | Add +172.1% | 372,973 | $130.57M |
| 4 | Christopher Davis - Davis Advisors | 0.40% | Add +31.9% | 215,073 | $75.29M |
| 5 | Henry Ellenbogen - Durable Capital Partners | 0.50% | Reduce -44.0% | 187,836 | $65.76M |
| 6 | Stanley Druckenmiller - Duquesne Family Office LLC | 0.80% | Add +122.5% | 89,458 | $31.32M |
Call holders — bullish via leverage
1 manager holds call options on APP — a right to buy at strike. Notional value, not premium.
| 1 | Stephen Mandel - Lone Pine Capital | - | 315,600 | $110.49M |
Loading holder history for APP…