Question 1

How many shares of APP does D1 Capital Partners L.P. own?

Accepted Answer

As of 2026-Q2, D1 Capital Partners L.P. holds 669,282 shares of APP (APPLOVIN CORP-CLASS A).

Question 2

What is D1 Capital Partners L.P.'s APP position worth?

Accepted Answer

As of 2026-Q2, D1 Capital Partners L.P.'s APP position is worth $344.8M.

Question 3

When did D1 Capital Partners L.P. first buy APP?

Accepted Answer

Based on available 13F filings, D1 Capital Partners L.P. first reported a position in APP in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	669,282	0.0%	$344.8M	1.0%	$515.23	0
2026-Q1	Unchanged	669,282	0.0%	$266.4M	2.4%	$438.89	0
2025-Q4	Decreased	669,282	-20.0%	$451M	4.2%	$693.71	0
2025-Q3	Increased	836,782	+5.9%	$601.3M	6.9%	$712.36	66
2025-Q2	Decreased	789,982	0.0%	$276.6M	3.8%	$333.78	0
2025-Q1	Increased	790,000	+64.2%	$209.3M	3.2%	$272.38	83
2024-Q4	New	481,000	—	$155.8M	2.6%	$335.38	79