APP position history
The shares of AppLovin (APP) that LONE PINE CAPITAL LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 5,319,671 shares, $368M, 2.9% of portfolio, New
- 2024 Q2: 5,702,438 shares, $475M, 3.8% of portfolio, Add +7.2%
- 2024 Q3: 2,369,866 shares, $309M, 2.3% of portfolio, Reduce −58.4%
- 2024 Q4: 1,085,113 shares, $351M, 2.6% of portfolio, Reduce −54.2%
- 2025 Q1: 1,593,928 shares, $422M, 3.6% of portfolio, Add +46.9%
- 2025 Q2: 1,261,334 shares, $442M, 3.1% of portfolio, Reduce −20.9%
- 2025 Q3: 1,109,138 shares, $797M, 5.8% of portfolio, Reduce −12.1%
- 2025 Q4: 780,530 shares, $526M, 3.9% of portfolio, Reduce −29.6%
- 2026 Q1: 1,464,923 shares, $583M, 4.6% of portfolio, Add +87.7%
- 2026 Q2: 1,042,268 shares, $537M, 3.3% of portfolio, Reduce −28.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|