InvestorLens

APP — APPLOVIN CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying APP?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
86
Institutional Conviction
Strong accumulation · 6 buying vs 1 selling last quarter
78
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
2 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their APP position last quarter, 6 bought and 1 sold (86% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +6 tracked investors added or increased positions last quarter (Paul Tudor Jones, Izzy Englander, Philippe Laffont, …)
  • +8 tracked investors reported holding APP at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About APPLOVIN CORP (APP)

APPLOVIN CORP (APP) appears in the most recent 13F filings of 8 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.0B. Across recent filings, tracked investors recorded 14 new positions, 0 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in APP

82
/100
Strong Institutional Accumulation
Added / Increased14
Reduced2
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track APP

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

APP Ownership Composition

How APPLOVIN CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
96% of tracked value
Institutions
8
tracked investors
Total Reported
$3.9B
combined 13F value
Sectors2
  • Other96.4%
  • Hedge Funds3.6%
Other(7)
96.4%
Hedge Funds(1)
3.6%

Tracked investors reporting APP

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    5.1M
    Value
    $2B
    % Portfolio
    0.33%
  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    1.3M
    Value
    $513.4M
    % Portfolio
    1.77%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    1M
    Value
    $398M
    % Portfolio
    1.74%
  • Steve MandelMar 31, 2026
    Lone Pine Capital
    Shares
    1.5M
    Value
    $583M
    % Portfolio
    4.65%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    432K
    Value
    $171.9M
    % Portfolio
    0.07%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    346.3K
    Value
    $137.8M
    % Portfolio
    0.18%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    96.6K
    Value
    $38.4M
    % Portfolio
    0.07%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    9.9K
    Value
    $6.6K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold APP?
8 tracked institutional investors disclosed a position in APP (APPLOVIN CORP) in their most recent 13F filing.
Who is the largest institutional holder of APP?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in APP, valued at $2.0B.
Did institutional ownership of APP increase or decrease?
Across recent 13F filings, tracked investors recorded 14 new positions, 0 increased, 2 reduced, and 1 fully exited APP.
Where does this APP ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
APP (APPLOVIN CORP) — Institutional Holders & 13F History — InvestorLens