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APPAPP

Showing 8 of 10 quarters

Position history for Lone Pine Capital LLCLone Pine Capital LLC's holdings in Applovin Corporation

Yes. Lone Pine Capital holds 1,042,268 shares of APP (AppLovin), worth $537M, as of its Q2 2026 13F filing. It reduced the position by 422,655 shares (-28.9%) from Q1 2026. Lone Pine Capital has held APP since Q1 2024, across 10 quarterly 13F filings. APP is 3.3% of Lone Pine Capital's reported 13F portfolio.

Current Value

$537M

Current Shares

1M

Total Value Change

+$227.6M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1M
-28.9%
$537M3.3%$515.23
0
2026-Q1
Increased
1.5M
+87.7%
$583M4.6%$398.00
91
2025-Q4
Decreased
780,530
-29.6%
$525.9M3.9%$673.82
0
2025-Q3
Decreased
1.1M
-12.1%
$797M5.8%$718.54
0
2025-Q2
Decreased
1.3M
-20.9%
$441.6M3.1%$350.08
0
2025-Q1
Increased
1.6M
+46.9%
$422.3M3.6%$264.97
79
2024-Q4
Decreased
1.1M
-54.2%
$351.4M2.6%$323.83
0
2024-Q3
Decreased
2.4M
-58.4%
$309.4M2.3%$130.55
0

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