APP
AppLovin CorpMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Tiger Global re-entered | Q3 2021 | 20Q | $56 | $603 | +979% |
| Coatue Management | Q1 2023 | 13Q | $16 | $603 | +3676% |
| Lone Pine Capital | Q2 2024 | 8Q | $84 | $603 | +617% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $77 | $603 | +679% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $85 | $603 | +613% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $85 | $603 | +613% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $85 | $603 | +613% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $85 | $603 | +613% |
| D1 Capital Partners | Q1 2025 | 5Q | $510 | $603 | +18% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q3 2024 | Q2 2026 | → $501 | +492% |
| Two Sigma Investments 2× in & out | Q1 2026 | Q2 2026 | → $501 | +33% |
| Viking Global Investors | Q1 2025 | Q1 2026 | → $376 | -26% |
| Duquesne Family Office | Q2 2025 | Q4 2025 | → $558 | +52% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | → $433 | +18% |
| Maverick Capital | Q2 2023 | Q4 2023 | → $43 | +89% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AppLovin Corp. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001846998-26-000005Jun 8, 2026
- Form 40001209189-26-000007Jun 5, 2026
- Form 40001848493-26-000006Jun 5, 2026
- Form 40001591358-26-000002Jun 5, 2026
- Form 40001615151-26-000004Jun 5, 2026
- Form 40001401333-26-000002Jun 5, 2026
- Form 40001348636-26-000004Jun 5, 2026
- Form 40001699174-26-000010Jun 5, 2026
- Form 40002003065-26-000004May 29, 2026
- Form 40001847757-26-000013May 27, 2026
- Form 40001847757-26-000012May 27, 2026
- Form 40001847757-26-000011May 27, 2026
- Form 40002002962-26-000004May 22, 2026
- Form 40001846998-26-000003May 22, 2026
- Form 40002003065-26-000003May 22, 2026
Fundamentals
XBRL · AppLovin CorpAnnual figures sourced directly from AppLovin Corp's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AppLovin Corp — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementApr 21, 2026
- 8-KMaterial eventApr 7, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 11, 2026
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 10-QQuarterly reportAug 6, 2025
- 8-KMaterial eventAug 6, 2025
- 8-KMaterial eventJul 1, 2025
- 8-KMaterial eventJun 9, 2025
- 10-QQuarterly reportMay 7, 2025
- 8-KMaterial eventMay 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q1 2026 | Q2 2026 | $376 | $501 | +33% |
| Tiger Global | Q2 2025 | open | $367 | $603 | +64% |
| Duquesne Family Office | Q2 2025 | Q4 2025 | $367 | $558 | +52% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $367 | $433 | +18% |
| Viking Global Investors | Q1 2025 | Q1 2026 | $510 | $376 | -26% |
| D1 Capital Partners | Q1 2025 | open | $510 | $603 | +18% |
| Bridgewater Associates | Q3 2024 | Q2 2026 | $85 | $501 | +492% |
| Citadel Advisors | Q3 2024 | open | $85 | $492 | +482% |
| Two Sigma Investments | Q3 2024 | Q3 2025 | $85 | $433 | +412% |
| D.E. Shaw | Q3 2024 | open | $85 | $492 | +482% |
| AQR Capital Management | Q3 2024 | open | $85 | $492 | +482% |
| Millennium Management | Q3 2024 | open | $85 | $492 | +482% |
| Renaissance Technologies | Q3 2024 | open | $77 | $492 | +536% |
| Lone Pine Capital | Q2 2024 | open | $84 | $603 | +617% |
| Maverick Capital | Q2 2023 | Q4 2023 | $23 | $43 | +89% |
| Coatue Management | Q1 2023 | open | $16 | $603 | +3676% |
| Tiger Global | Q4 2022 | Q2 2023 | $15 | $23 | +47% |
| Tiger Global | Q3 2021 | Q2 2022 | $56 | $37 | -33% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.