APP position history
The shares of AppLovin (APP) that COATUE MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q4: 365,048 shares, $3.8M, 0.04% of portfolio, New
- 2023 Q1: 1,153,420 shares, $18M, 0.12% of portfolio, Add +216.0%
- 2023 Q2: 1,153,420 shares, $30M, 0.15% of portfolio
- 2023 Q3: 1,153,420 shares, $46M, 0.23% of portfolio
- 2023 Q4: 1,153,420 shares, $46M, 0.19% of portfolio
- 2024 Q1: 1,153,420 shares, $80M, 0.31% of portfolio
- 2024 Q2: 2,288,403 shares, $190M, 0.74% of portfolio, Add +98.4%
- 2024 Q3: 1,993,596 shares, $260M, 0.97% of portfolio, Reduce −12.9%
- 2024 Q4: 2,297,938 shares, $744M, 2.5% of portfolio, Add +15.3%
- 2025 Q1: 2,096,154 shares, $555M, 2.4% of portfolio, Reduce −8.8%
- 2025 Q2: 1,815,815 shares, $636M, 1.8% of portfolio, Reduce −13.4%
- 2025 Q3: 2,267,855 shares, $1.6B, 4.0% of portfolio, Add +24.9%
- 2025 Q4: 4,371,494 shares, $2.9B, 7.4% of portfolio, Add +92.8%
- 2026 Q1: 1,290,008 shares, $513M, 1.8% of portfolio, Reduce −70.5%
- 2026 Q2: 1,171,189 shares, $603M, 1.2% of portfolio, Reduce −9.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|