Investigate / reported ownership
APP
Applovin Corp-class A
5 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning APP?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 3.3% | 10q | $537M | 1,042,268 |
| 2 | Pat Dorsey | 14.5% | 3q | $226M | 439,313 |
| 3 | Christopher Davis | 0.7% | 6q | $163M | 315,539 |
| 4 | Terry Smith | 2.7% | — 1q | $121M | 233,921 |
| 5 | Joel Greenblatt | 0.1% | 21q | $96M | 186,604 |
Go beyond ownership.
Advertisers pay AppLovin dynamically priced fees to automate, optimize and manage customer acquisition against campaign goals.
Question to investigate: Can AppLovin keep delivering advertiser return targets through Axon AI while a single product drives most revenue and clients have no long-term commitments?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
A material reported change · Q2 2026
Pat Dorsey increased reported APP shares by 38.6%.
Holdings as of Jun 30, 2026 · filed Aug 14, 2026. Position at period end: 14.5% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Pat Dorsey | ADD | 14.5% | +39% | $226M | Aug 14, 2026 |
| Stephen Mandel | TRIM | 3.3% | -29% | $537M | Aug 14, 2026 |
| Terry Smith | NEW | 2.7% | New position | $121M | Aug 14, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Aug 14, 2026
45d lag
-13.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-13.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-13.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-13.9% vs SPY
34 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
-41.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
-41.5% vs SPY
63 sessions after disclosure
direction not supported so far
Keep your next step small.
Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.
Record my own view →Optional email follow
Latticework Follow
Follow APP
Email me only when a reviewed weekly edition contains a material new decision about APP: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.
Confirm by email. Manage or stop follows in one click. See our privacy notice.
Long US 13F disclosures omit shorts and can be amended. CUSIP 03831W108. No current price, valuation or manager motive is inferred.