APP fund manager activity
Applovin Corporation · Nasdaq. Reported by 18 tracked fund managers in their 13F filings, Q2 2021 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 276 | $142,203 | 0.00% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 1,171,189 | $603,431,708 | 1.24% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | No change | 669,282 | $344,834,165 | 0.99% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 315,539 | $162,719,473 | 0.70% | Aug 11, 2026 |
| Pat Dorsey - Dorsey Asset Management | Added | 439,313 | $226,347,237 | 14.5% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 815 | $420,149 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | New | 696,568 | $358,892,731 | 2.63% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 148,268 | $76,392,122 | 0.18% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,042,268 | $537,007,742 | 3.28% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 461,611 | $237,835,836 | 1.91% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | New | 179 | $71,242 | 0.00% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 1,290,008 | $513,423,184 | 1.77% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | No change | 669,282 | $266,374,236 | 2.37% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Added | 335,810 | $133,654,972 | 0.61% | May 7, 2026 |
| Pat Dorsey - Dorsey Asset Management | New | 316,952 | $126,146,896 | 10.0% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Sold out | — | — | 0.00% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 588 | $234,139 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 88,278 | $35,134,644 | 0.11% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 1,464,923 | $583,039,354 | 4.65% | May 15, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 1,000,000 | $398,000,000 | 1.74% | May 15, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 695,537 | $276,823,726 | 3.58% | May 15, 2026 |