Security

APP

Applovin Corp. · COM CL A

CUSIP 03831W108 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 17
rank #128
master % 0.13%
max % 25.4%
tracked value $20.4B
qoq N 1 A 8 R 6

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Ben Tsai - Spruce House Investment Management LLC 2026 Q1 25.4% Reduce -9.73 pp 1,790,000 $712M hist
Pat Dorsey - Dorsey Asset Management, LLC 2026 Q1 10.0% New 10.0% 316,952 $126M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 4.7% Add +0.78 pp 1,464,923 $583M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 3.6% Reduce -3.39 pp 695,537 $277M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 2.4% — 669,282 $266M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 1.8% Reduce -1.92 pp 1,290,008 $513M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 1.7% Reduce -1.19 pp 1,000,000 $398M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.6% Add -0.14 pp 335,810 $134M hist
Renaissance Technologies LLC 2026 Q1 0.3% Add -0.06 pp 436,540 $174M hist
Vanguard Group Inc. 2025 Q4 0.3% Add -0.02 pp 25,120,575 $16.9B hist
Natixis Advisors, LLC 2026 Q1 0.1% Add -0.05 pp 190,189 $76M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.09 pp 88,278 $35M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.10 pp 303,499 $121M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 133,261 $53M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 44,504 $18M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit 0.00 pp 2,398 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 328 $131 hist

17 tracked managers · options excluded

financials

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

Income statement

line 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 $356.71M $1.58B $3.33B
Net margin * 10.9% 33.5% 60.8%

Balance sheet

line 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 $944.12M $1.06B $1.33B
Total non-current liabilities * $3.16B $3.72B $3.79B
Total equity $1.26B $1.09B $2.13B

Cash flow

line 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 -$578.33M $239.26M $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 · CIK 0001751008

ownership over time

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