Question 1

How many shares of APP does Whale Rock Capital Management LLC own?

Accepted Answer

As of 2026-Q1, Whale Rock Capital Management LLC holds 695,537 shares of APP (APPLOVIN CORP).

Question 2

What is Whale Rock Capital Management LLC's APP position worth?

Accepted Answer

As of 2026-Q1, Whale Rock Capital Management LLC's APP position is worth $276.8M.

Question 3

Is Whale Rock Capital Management LLC buying or selling APP?

Accepted Answer

In 2026-Q1, Whale Rock Capital Management LLC decreased their APP position (-14.0% change in shares).

Question 4

When did Whale Rock Capital Management LLC first buy APP?

Accepted Answer

Based on available 13F filings, Whale Rock Capital Management LLC first reported a position in APP in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	695,537	-14.0%	$276.8M	3.6%	$438.89	0
2025-Q4	Decreased	808,356	-16.8%	$544.7M	7.0%	$693.71	0
2025-Q3	Decreased	971,404	-20.7%	$698M	8.2%	$712.36	0
2025-Q2	Decreased	1.2M	-33.4%	$428.7M	5.9%	$333.78	0
2025-Q1	Increased	1.8M	+2.4%	$487.3M	8.5%	$272.38	63
2024-Q4	Decreased	1.8M	-39.4%	$581.9M	6.9%	$335.38	0
2024-Q3	Decreased	3M	-7.6%	$387.1M	5.4%	$127.75	0
2024-Q2	Increased	3.2M	+13.9%	$267.2M	3.8%	$83.22	65