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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 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 2 13F filing periods
Net reducers 7 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $495.8M Estimated from net added shares
Reduction amount $1.2B Estimated from net reduced shares
Net share change / base shares -11.4% -1,657,390 / 14,520,591
Coatue Management Philippe Laffont 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.6% 13F value change -$156.7M
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 2,267,855 Last 2 periods -977,847 (-43.1%) Total shares 1,290,008 Value $513.4M
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -35.4% 13F value change -$568.0M
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 2,002,989 Last 2 periods -1,002,989 (-50.1%) Total shares 1,000,000 Value $398.0M
Lone Pine Capital Stephen Mandel 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -29.6% 13F value change -$271.0M
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 1,109,138 Last 2 periods +355,785 (+32.1%) Total shares 1,464,923 Value $583.0M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.3% 13F value change -$5.5M
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 81,703 Last 2 periods +6,575 (+8.0%) 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 2 periods +316,952 (New) Total shares 316,952 Value $126.1M
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -16.8% 13F value change -$153.3M
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 971,404 Last 2 periods -275,867 (-28.4%) Total shares 695,537 Value $276.8M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -13.0% 13F value change -$24.9M
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 187,836 Last 2 periods -187,836 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -1.3% 13F value change -$333.0M
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 6,245,960 Last 2 periods +454,172 (+7.3%) Total shares 6,700,132 Value $2.7B
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 43.9% 13F value change +$255.3M
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 1,016,959 Last 2 periods -45,398 (-4.5%) Total shares 971,561 Value $386.7M
Davis Advisors Chris Davis 2 filing periods
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 10.9% 13F value change +$6.5M
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 223,574 Last 2 periods +112,236 (+50.2%) Total shares 335,810 Value $133.7M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -56.4% 13F value change -$13.8M
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 372,973 Last 2 periods -372,973 (-100.0%) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
Major increase Shares 122.5% 13F value change +$20,665
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 40,200 Last 2 periods -40,200 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.