APP position history
The shares of AppLovin (APP) that D1 Capital Partners L.P. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 481,000 shares, $156M, 2.6% of portfolio, New
- 2025 Q1: 790,000 shares, $209M, 3.2% of portfolio, Add +64.2%
- 2025 Q2: 789,982 shares, $277M, 3.8% of portfolio, Reduce 0.0%
- 2025 Q3: 836,782 shares, $601M, 6.9% of portfolio, Add +5.9%
- 2025 Q4: 669,282 shares, $451M, 4.2% of portfolio, Reduce −20.0%
- 2026 Q1: 669,282 shares, $266M, 2.4% of portfolio
- 2026 Q2: 669,282 shares, $345M, 0.99% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|