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Applovin Corp

APP

Holders

5

Combined Value

$1.80B

Combined Shares

4,527,281

Current Price

$496.77

52W High

$745.61

vs 52W High

−33.4%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$281.87$563.74$845.60Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $83.22Q3 2024 · implied price $130.55Q4 2024 · implied price $323.83Q1 2025 · implied price $264.97Q2 2025 · implied price $350.08Q3 2025 · implied price $718.54Q4 2025 · implied price $673.82Q1 2026 · implied price $398.00Stephen Mandel - Lone Pine Capital · bought 5,702,438 shares @ ~$83.22 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 2,288,403 shares @ ~$83.22 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 367,300 shares @ ~$83.22 · Q2 2024 (new position)Stephen Mandel - Lone Pine Capital · sold 3,332,572 shares @ ~$130.55 · Q3 2024Philippe Laffont - Coatue Management · sold 294,807 shares @ ~$130.55 · Q3 2024Jim Simons - Renaissance Technologies · sold 173,100 shares @ ~$130.55 · Q3 2024Jim Simons - Renaissance Technologies · bought 328,200 shares @ ~$323.83 · Q4 2024Philippe Laffont - Coatue Management · bought 304,342 shares @ ~$323.83 · Q4 2024Andreas Halvorsen - Viking Global Investors · bought 148,965 shares @ ~$323.83 · Q4 2024 (new position)Stephen Mandel - Lone Pine Capital · sold 1,284,753 shares @ ~$323.83 · Q4 2024Chase Coleman - Tiger Global Management · bought 1,668,240 shares @ ~$264.97 · Q1 2025 (new position)Stephen Mandel - Lone Pine Capital · bought 824,415 shares @ ~$264.97 · Q1 2025Jim Simons - Renaissance Technologies · bought 356,800 shares @ ~$264.97 · Q1 2025Davis Selected Advisers · bought 163,011 shares @ ~$264.97 · Q1 2025 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 40,200 shares @ ~$264.98 · Q1 2025 (new position)Philippe Laffont - Coatue Management · sold 201,784 shares @ ~$264.97 · Q1 2025Andreas Halvorsen - Viking Global Investors · sold 11,872 shares @ ~$264.97 · Q1 2025Jim Simons - Renaissance Technologies · bought 501,632 shares @ ~$350.08 · Q2 2025Chase Coleman - Tiger Global Management · bought 334,749 shares @ ~$350.08 · Q2 2025Andreas Halvorsen - Viking Global Investors · bought 235,880 shares @ ~$350.08 · Q2 2025Davis Selected Advisers · bought 52,062 shares @ ~$350.08 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 49,258 shares @ ~$350.07 · Q2 2025Stephen Mandel - Lone Pine Capital · sold 332,594 shares @ ~$350.08 · Q2 2025Philippe Laffont - Coatue Management · sold 280,339 shares @ ~$350.08 · Q2 2025Philippe Laffont - Coatue Management · bought 452,040 shares @ ~$718.54 · Q3 2025Davis Selected Advisers · bought 8,501 shares @ ~$718.54 · Q3 2025Stephen Mandel - Lone Pine Capital · sold 467,796 shares @ ~$718.54 · Q3 2025Jim Simons - Renaissance Technologies · sold 379,400 shares @ ~$718.54 · Q3 2025Andreas Halvorsen - Viking Global Investors · sold 210,448 shares @ ~$718.54 · Q3 2025Stanley Druckenmiller - Duquesne Family Office · sold 89,458 shares @ ~$350.07 · Q3 2025 (sold out)Davis Selected Advisers · bought 24,407 shares @ ~$673.84 · Q4 2025Chase Coleman - Tiger Global Management · sold 710,005 shares @ ~$673.82 · Q4 2025Jim Simons - Renaissance Technologies · sold 682,611 shares @ ~$673.82 · Q4 2025Stephen Mandel - Lone Pine Capital · sold 328,608 shares @ ~$673.82 · Q4 2025Andreas Halvorsen - Viking Global Investors · sold 162,525 shares @ ~$718.54 · Q4 2025 (sold out)Philippe Laffont - Coatue Management · sold 82,108 shares @ ~$673.82 · Q4 2025Stephen Mandel - Lone Pine Capital · bought 684,393 shares @ ~$398.00 · Q1 2026Jim Simons - Renaissance Technologies · bought 117,719 shares @ ~$398.00 · Q1 2026Davis Selected Advisers · bought 87,829 shares @ ~$398.01 · Q1 2026Philippe Laffont - Coatue Management · sold 895,739 shares @ ~$398.00 · Q1 2026Chase Coleman - Tiger Global Management · sold 292,984 shares @ ~$398.00 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$583.04M4.65%~$272.09+82.6%BUY Q1 2026Q1 2026
Philippe Laffont - Coatue Management$513.42M1.77%~$235.37+111.1%SELL Q1 2026Q1 2026
Chase Coleman - Tiger Global Management$398.00M1.74%~$279.19+77.9%SELL Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$173.74M0.27%~$314.97+57.7%BUY Q1 2026Q1 2026
Davis Selected Advisers$133.65M0.61%~$354.16+40.3%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Philippe Laffont - Coatue ManagementSELL−$356.50M~$398.00
Q1 2026Stephen Mandel - Lone Pine CapitalBUY+$272.39M~$398.00
Q1 2026Chase Coleman - Tiger Global ManagementSELL−$116.61M~$398.00
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$46.85M~$398.00
Q1 2026Davis Selected AdvisersBUY+$34.96M~$398.01
Q4 2025Chase Coleman - Tiger Global ManagementSELL−$478.42M~$673.82
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$459.96M~$673.82
Q4 2025Stephen Mandel - Lone Pine CapitalSELL−$221.42M~$673.82
Q4 2025Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$116.78M~$718.54
Q4 2025Philippe Laffont - Coatue ManagementSELL−$55.33M~$673.82
Q4 2025Davis Selected AdvisersBUY+$16.45M~$673.84
Q3 2025Stephen Mandel - Lone Pine CapitalSELL−$336.13M~$718.54
Q3 2025Philippe Laffont - Coatue ManagementBUY+$324.81M~$718.54
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$272.61M~$718.54
Q3 2025Andreas Halvorsen - Viking Global InvestorsSELL−$151.22M~$718.54
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$31.32M~$350.07
Q3 2025Davis Selected AdvisersBUY+$6.11M~$718.54
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$175.61M~$350.08
Q2 2025Chase Coleman - Tiger Global ManagementBUY+$117.19M~$350.08
Q2 2025Stephen Mandel - Lone Pine CapitalSELL−$116.43M~$350.08
Q2 2025Philippe Laffont - Coatue ManagementSELL−$98.14M~$350.08
Q2 2025Andreas Halvorsen - Viking Global InvestorsBUY+$82.58M~$350.08
Q2 2025Davis Selected AdvisersBUY+$18.23M~$350.08
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$17.24M~$350.07
Q1 2025Chase Coleman - Tiger Global ManagementNEW BUY+$442.03M~$264.97

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202654,527,281-6.2%$1.80B$398.00
Q4 202554,826,063-28.7%$3.25B$673.82
Q3 202566,767,513-9.2%$4.86B$718.54
Q2 202577,454,074+8.1%$2.61B$350.08
Q1 202576,893,426+70.0%$1.83B$264.97
Q4 202444,054,416-11.0%$1.31B$323.83
Q3 202434,557,662-45.5%$595.00M$130.55
Q2 202438,358,141$695.56M$83.22