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Showing 8 of 11 quarters

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

Yes. Jericho Capital Asset Management holds 1,677,224 shares of APP (AppLovin), worth $864.2M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Jericho Capital Asset Management has held APP since Q4 2023, across 11 quarterly 13F filings. APP is 7.1% of Jericho Capital Asset Management's reported 13F 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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