COM CL A
APP
APPLOVIN CORP
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus12.0/100↓ 1Current quarter score · 2026 Q2
Investors holding3
New positions1
Increased0
Decreased2
Exited1
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 3.28%-1.4 pp | 1,042,268 | -28.9% | Decreased | 2026-08-14 | SEC filing |
| Terry Smith / FundsmithFundsmith | 2.63%+2.6 pp | 696,568 | — | New | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 1.24%-0.5 pp | 1,171,189 | -9.2% | Decreased | 2026-08-14 | SEC filing |
| Chase ColemanTiger Global | 0.00%-1.7 pp | 0 | -100.0% | Exited | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 3 |
| 2026 Q1 | 3 |
| 2025 Q4 | 3 |
| 2025 Q3 | 4 |
| 2025 Q2 | 5 |
| 2025 Q1 | 5 |
| 2024 Q4 | 3 |
| 2024 Q3 | 2 |
| 2024 Q2 | 2 |
| 2024 Q1 | 2 |
| 2023 Q4 | 1 |
| 2023 Q3 | 1 |
| 2023 Q2 | 1 |
| 2023 Q1 | 1 |
| 2022 Q4 | 2 |
| 2022 Q3 | 1 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 1 |
| 2021 Q3 | 1 |
Inside the Consensus Score
breadth5.6 / 30
conviction0.9 / 20
activity1.8 / 20
trend1.0 / 15
persistence2.7 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Coatue ManagementOfficial SEC filing
Tiger GlobalOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
FundsmithOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 03831W108 · COM CL A
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Fundsmith · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Tiger Global · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups