APP position history
The shares of AppLovin (APP) that Whale Rock Capital Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 2,818,974 shares, $195M, 2.9% of portfolio, New
- 2024 Q2: 3,210,352 shares, $267M, 3.8% of portfolio, Add +13.9%
- 2024 Q3: 2,965,513 shares, $387M, 5.4% of portfolio, Reduce −7.6%
- 2024 Q4: 1,796,826 shares, $582M, 6.9% of portfolio, Reduce −39.4%
- 2025 Q1: 1,839,128 shares, $487M, 8.5% of portfolio, Add +2.4%
- 2025 Q2: 1,224,524 shares, $429M, 5.9% of portfolio, Reduce −33.4%
- 2025 Q3: 971,404 shares, $698M, 8.2% of portfolio, Reduce −20.7%
- 2025 Q4: 808,356 shares, $545M, 7.0% of portfolio, Reduce −16.8%
- 2026 Q1: 695,537 shares, $277M, 3.6% of portfolio, Reduce −14.0%
- 2026 Q2: 461,611 shares, $238M, 1.9% of portfolio, Reduce −33.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|