APP fund manager activity
Applovin Corporation · Nasdaq. Reported by 18 tracked fund managers in their 13F filings, Q2 2021 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 2,185,747 | $1,472,800,044 | 3.69% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 669,282 | $450,975,597 | 4.21% | Feb 17, 2026 |
| Christopher Davis - Davis Advisors | Added | 247,981 | $167,098,339 | 0.75% | Feb 2, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 163,405 | $110,105,557 | 1.04% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 519 | $349,760 | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 79,024 | $53,247,952 | 0.19% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 780,530 | $525,936,725 | 3.86% | Feb 17, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 1,292,984 | $871,238,479 | 2.93% | Feb 17, 2026 |
| Viking Global Investors | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 808,356 | $544,686,440 | 6.97% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | New | 17,378 | $12,486,788 | 0.32% | Nov 14, 2025 |
| Philippe Laffont - Coatue Management | Added | 2,267,855 | $1,629,544,531 | 4.00% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | Added | 836,782 | $601,261,338 | 6.90% | Nov 14, 2025 |
| Christopher Davis - Davis Advisors | Added | 223,574 | $160,646,862 | 0.84% | Dec 29, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Henry Ellenbogen - Durable Capital Partners | No change | 187,836 | $134,967,679 | 1.00% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | New | 381 | $274,686 | 0.00% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 81,703 | $58,706,874 | 0.26% | Nov 14, 2025 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,109,138 | $796,960,019 | 5.80% | Nov 14, 2025 |
| Chase Coleman - Tiger Global Management | No change | 2,002,989 | $1,439,227,716 | 4.45% | Nov 14, 2025 |
| Viking Global Investors | Trimmed | 162,525 | $116,780,714 | 0.30% | Nov 14, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 971,404 | $697,992,630 | 8.22% | Nov 14, 2025 |