AppLovin Corporation
APPLast close · Oct 16, 2026266.13−13.16 (−4.71%)
Market cap$89.4B
Of the 85 managers this site tracks, 5 held AppLovin (APP) at the end of Q2 2026, their latest 13Fs. The largest position by value was Stephen Mandel's, $537.0M; Terry Smith's ($358.9M) and Pat Dorsey's ($226.3M) follow. No Schedule 13D or 13G is on file for APP from the activists and large holders the site follows.
Superinvestors holding APP
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel | Lone Pine Capital LLC | Q2 2026 | 1M | $537.0M |
| Terry Smith | Fundsmith LLP | Q2 2026 | 696,568 | $358.9M |
| Pat Dorsey | Dorsey Asset Management, LLC | Q2 2026 | 439,313 | $226.3M |
| Christopher Davis | Davis Selected Advisers | Q2 2026 | 315,539 | $162.7M |
| Bridgewater | Bridgewater Associates, LP | Q2 2026 | 146,602 | $75.5M |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.