Updated
ApplovinAPP · Communication Services
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Market cap$129.6B
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Applovin (APP) Superinvestor holders
37 of the superinvestors we track hold Applovin (APP) in their latest 13F filings, $11.8B in total.
Summary
The largest holder is WCM Investment Management, with $1.9B, 3.4% of the portfolio.
In their latest quarter: 6 opened a new position, 13 added, 15 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| WCM Investment Management | Trimmed | 3,709,328 | $1.9B | 3.4% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
Trimmed | 3,182,850 | $1.6B | 28.1% | Q2 2026 |
| Baillie Gifford Baillie Gifford & Co |
Trimmed | 5,090,148 | $1.5B | 1.4% | Q3 2026 |
| Jennison Associates | Trimmed | 1,819,508 | $937M | 0.6% | Q2 2026 |
| Josh Resnick Jericho Capital Asset Management |
Held | 1,677,224 | $864M | 7.1% | Q2 2026 |
| Alger Fred Alger Management |
Added | 1,294,110 | $667M | 2.2% | Q2 2026 |
| Philippe Laffont Coatue Management |
Trimmed | 1,171,189 | $603M | 1.2% | Q2 2026 |
| Stephen Mandel Lone Pine Capital |
Trimmed | 1,042,268 | $537M | 3.3% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 831,697 | $429M | 1.6% | Q2 2026 |
| Terry Smith Fundsmith LLP |
New position | 696,568 | $359M | 2.6% | Q2 2026 |
| Dan Sundheim D1 Capital Partners |
Held | 669,282 | $345M | 1.0% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 610,724 | $315M | 0.3% | Q2 2026 |
| Alex Sacerdote Whale Rock Capital Management |
Trimmed | 461,611 | $238M | 1.9% | Q2 2026 |
| Arrowstreet Capital | Trimmed | 442,768 | $228M | 0.1% | Q2 2026 |
| Pat Dorsey Dorsey Asset Management |
Added | 439,313 | $226M | 14.5% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 320,239 | $165M | 0.3% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
Trimmed | 315,539 | $163M | 0.7% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 201,500 | $104M | 0.1% | Q2 2026 |
| James Robillard Spyglass Capital Management |
Added | 191,028 | $98M | 5.3% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | 175,325 | $90M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 148,268 | $76M | 0.2% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
New position | 146,602 | $76M | 0.3% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 130,535 | $67M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 127,789 | $64M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 95,196 | $49M | 0.0% | Q2 2026 |
| Rob Citrone Discovery Capital Management |
Added | 83,040 | $43M | 1.8% | Q2 2026 |
| Jeffrey Altman Owl Creek Asset Management |
Added | 54,304 | $28M | 2.5% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 46,102 | $13M | 0.0% | Q3 2026 |
| Man Group Man Group plc |
Trimmed | 20,303 | $10M | 0.0% | Q2 2026 |
| Tony Yoseloff Davidson Kempner Capital Management |
New position | 20,000 | $10M | 0.3% | Q2 2026 |
| Alan Breed Edgewood Management |
Held | 14,400 | $7M | 0.1% | Q2 2026 |
| Alan Howard Brevan Howard |
New position | 7,278 | $4M | 0.1% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Added | 4,041 | $2M | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
New position | 1,924 | $991,303 | 0.0% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
Added | 1,200 | $618,276 | 0.1% | Q2 2026 |
| Two Sigma Two Sigma Investments |
New position | 691 | $356,024 | 0.0% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 276 | $142,203 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 38 |
| Q1 2026 | 37 |
| Q4 2025 | 39 |
| Q3 2025 | 38 |
| Q2 2025 | 41 |
| Q1 2025 | 40 |
| Q4 2024 | 34 |
| Q3 2024 | 28 |
Questions about Applovin
Which superinvestors own Applovin?
37 of the superinvestors we track hold Applovin (APP) in their latest 13F filings, $11.8B in total. WCM Investment Management, Michael Lowenstein, Baillie Gifford, Jennison Associates, Josh Resnick, Alger.
Who is the largest superinvestor holder of APP?
The largest holder is WCM Investment Management, with $1.9B, 3.4% of the portfolio.
From Applovin's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.