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NASDAQ · Technology

APPLOVIN CORP APP

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Programming Data Processing

Company profile

Business mix

  • It operates through two segments, Advertising and Apps.
  • It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers.
  • The company was incorporated in 2011 and is headquartered in Palo Alto, California.

Current key questions

  • Can demand and competitive position in advertising agencies support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 9 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 48.45 FCF 2.37% Buyback 1.85%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 2.7% $2.7B 2026-03-31
Lone Pine Capital Stephen Mandel 4.6% $583.0M 2026-03-31
Coatue Management Philippe Laffont 1.8% $513.4M 2026-03-31
Tiger Global Management Chase Coleman 1.7% $398.0M 2026-03-31
Sands Capital Management Frank Sands 1.5% $386.7M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 3.6% $276.8M 2026-03-31
Davis Advisors Chris Davis 0.6% $133.7M 2026-03-31
Dorsey Asset Management Pat Dorsey 10.0% $126.1M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $35.1M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 1 13F filing periods
Net reducers 7 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $649.6M Estimated from net added shares
Reduction amount $940.7M Estimated from net reduced shares
Net share change / base shares -4.3% -576,509 / 13,439,710
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -41.0% 13F value change -$959.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,185,747 Last 1 periods -895,739 (-41.0%) Total shares 1,290,008 Value $513.4M
Tiger Global Management Chase Coleman 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -22.7% 13F value change -$473.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,292,984 Last 1 periods -292,984 (-22.7%) Total shares 1,000,000 Value $398.0M
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 87.7% 13F value change +$57.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 780,530 Last 1 periods +684,393 (+87.7%) Total shares 1,464,923 Value $583.0M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.7% 13F value change -$18.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 79,024 Last 1 periods +9,254 (+11.7%) Total shares 88,278 Value $35.1M
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$126.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +316,952 (New) Total shares 316,952 Value $126.1M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -14.0% 13F value change -$267.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 808,356 Last 1 periods -112,819 (-14.0%) Total shares 695,537 Value $276.8M
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$110.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 163,405 Last 1 periods -163,405 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 8.7% 13F value change -$1.5B
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 6,166,349 Last 1 periods +533,783 (+8.7%) Total shares 6,700,132 Value $2.7B
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -33.6% 13F value change -$599.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,463,351 Last 1 periods -491,790 (-33.6%) Total shares 971,561 Value $386.7M
Davis Advisors Chris Davis 1 filing periods
13F 2026-03-31 Filed 2026-05-07
Major increase Shares 35.4% 13F value change -$33.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 247,981 Last 1 periods +87,829 (+35.4%) Total shares 335,810 Value $133.7M
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$116.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 162,525 Last 1 periods -162,525 (-100.0%) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$31,317
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 89,458 Last 1 periods -89,458 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.