Lone Pine Capital — APP Trade History
Quarter-by-quarter changes in the APPLOVIN CORP position · CUSIP 03831W108
Currently held · 2.5 YearsFirst seen: 2024 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 1,042,268 | -422,655 | -28.9% | $537.0M | 3.28% |
| 2026 Q1 | 2026-05-15 | Add | 1,464,923 | 684,393 | +87.7% | $583.0M | 4.65% |
| 2025 Q4 | 2026-02-17 | Reduce | 780,530 | -328,608 | -29.6% | $525.9M | 3.86% |
| 2025 Q3 | 2025-11-14 | Reduce | 1,109,138 | -152,196 | -12.1% | $797.0M | 5.80% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,261,334 | -332,594 | -20.9% | $441.6M | 3.14% |
| 2025 Q1 | 2025-05-15 | Add | 1,593,928 | 508,815 | +46.9% | $422.3M | 3.65% |
| 2024 Q4 | 2025-02-14 | Reduce | 1,085,113 | -1,284,753 | -54.2% | $351.4M | 2.61% |
| 2024 Q3 | 2024-11-14 | Reduce | 2,369,866 | -3,332,572 | -58.4% | $309.4M | 2.31% |
| 2024 Q2 | 2024-08-14 | Add | 5,702,438 | 382,767 | +7.2% | $474.6M | 3.85% |
| 2024 Q1 | 2024-05-15 | New | 5,319,671 | 5,319,671 | — | $368.2M | 2.91% |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q2 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-18 | — | — | — | — | — | — |
| 2020 Q3 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.