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Position history for JAJericho Capital Asset Management L.P.'s holdings in APPLOVIN CORP-CLASS A

Jericho Capital Asset Management L.P. holds 1.7M shares of APP (APPLOVIN CORP-CLASS A), worth $864.2M as of 2026-Q2. APP represents 7.1% of Jericho Capital Asset Management L.P.'s portfolio.

Current Value

$864.2M

Current Shares

1.7M

Total Value Change

+$429.2M

Total Shares Change

-1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
1.7M
0.0%
$864.2M7.1%$515.23
0
2026-Q1
Decreased
1.7M
-19.9%
$667.5M9.9%$398.00
0
2025-Q4
Unchanged
2.1M
0.0%
$1.4B16.1%$673.82
0
2025-Q3
Unchanged
2.1M
0.0%
$1.5B15.7%$718.54
0
2025-Q2
Decreased
2.1M
-25.0%
$733.5M9.8%$350.08
0
2025-Q1
Unchanged
2.8M
0.0%
$740.3M13.5%$264.97
0
2024-Q4
Decreased
2.8M
-16.1%
$904.7M12.9%$323.83
0
2024-Q3
Unchanged
3.3M
0.0%
$435M10.5%$130.55
0

Other major holders of APP: VANGUARD GROUP INC, BlackRock, Inc.

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