Follow-The-Filings

Security · featured owners

APP Applovin Corp.

Information Technology COM CL A Equity as of 2026 Q2 among managers we track

  • 12 Owners
  • #71
  • Max 27.1%
  • Master 0.20%
  • $3.4B
  • 3 new 3 add 4 reduce 3 exits

Who owns this now

Largest portfolio weights among featured holders · max 27.1% (Ben Tsai - Spruce House Investment Management) · not free-float ownership

  1. Ben Tsai 27.1%
  2. Pat Dorsey add 14.5%
  3. Stephen Mandel reduce 3.3%
  4. Ryan Packard add 2.7%
  5. Terry Smith new 2.6%
  6. Alex Sacerdote reduce 1.9%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Tsai - Spruce House Investment Management 2026 Q2 27.1% Hold 1,790,000 $922M history
Philippe Laffont - Coatue Management 2026 Q2 1.2% Reduce −9.2% 1,171,189 $603M history
Stephen Mandel - Lone Pine Capital 2026 Q2 3.3% Reduce −28.9% 1,042,268 $537M history
Terry Smith - Fundsmith 2026 Q2 2.6% New 2.6% 696,568 $359M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.99% Hold 669,282 $345M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 1.9% Reduce −33.6% 461,611 $238M history
Pat Dorsey - Dorsey Asset Management 2026 Q2 14.5% Add +38.6% 439,313 $226M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.70% Reduce −6.0% 315,539 $163M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 2.7% Add +50.0% 60,000 $31M history
Davidson Kempner Capital Management 2026 Q2 0.12% New 0.12% 20,000 $10M history
Scott Miller - Greenhaven Road Investment Management 2026 Q2 1.6% New 1.6% 4,810 $2M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Add +54.2% 276 $142K history
Chase Coleman - Tiger Global Management exited 2026 Q2 last 2026 Q1 1.7% Exit −1.74 pp 1,000,000 $398M history
Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 2.7% Exit −2.68 pp 18,114 $7M history
Spencer Waxman - Shannon River Fund Management exited 2026 Q2 last 2026 Q1 1.1% Exit −1.10 pp 14,480 $6M history

12 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Aug 20, 2026 · 5 forms Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jul 15, 2026 · 2 forms Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period Jun 3, 2026 · 7 forms Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period May 22, 2026 · 2 forms Filing Doc

Updated 16 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.28B $4.71B $5.48B
Gross profit * $2.22B $3.54B $4.82B
Gross margin * 67.7% 75.2% 87.9%
Net income $0.357B $1.58B $3.33B
Net margin * 10.9% 33.5% 60.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.62B $2.31B $4.43B
Total non-current assets * $3.74B $3.56B $2.83B
Total assets $5.36B $5.87B $7.26B
Total current liabilities $0.944B $1.06B $1.33B
Total non-current liabilities * $3.16B $3.72B $3.79B
Total equity $1.26B $1.09B $2.13B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.06B $2.1B $3.97B
Cash from investing -$77.83M -$106.75M $358.43M
Cash from financing -$1.56B -$1.75B -$2.59B
Net change in cash -$0.578B $0.239B $1.75B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders