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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
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APP

AppLovin Corp

Services-Computer Programming, Data Processing, Etc. · SIC 7370CIK 1751008Held by 22 tracked managersEDGAR filings ↗10-K/10-Q ↗

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22 managers · Q2 2026 13F
Kensico Capital Management
Kensico Capital ManagementPosition history →
28.1%
(3.1%)
Spruce House Investment Management
Spruce House Investment ManagementPosition history →
27.1%
—
Dorsey Asset Management
Pat DorseyPosition history →
14.5%
+38.6%
Jericho Capital Asset Management
Jericho Capital Asset ManagementPosition history →
7.1%
—
Glynn Capital Management
Glynn Capital ManagementPosition history →
3.6%
+21.4%
WCM Investment Management
WCM Investment ManagementPosition history →
3.4%
(25.8%)
Lone Pine Capital
Stephen MandelPosition history →
3.3%
(28.9%)
Fundsmith
Terry SmithPosition history →
2.6%
NEW
Owl Creek Asset Management
Owl Creek Asset ManagementPosition history →
2.5%
+538.0%
Whale Rock Capital Management
Whale Rock Capital ManagementPosition history →
1.9%
(33.6%)
Sands Capital Management
Sands Capital ManagementPosition history →
1.6%
(14.4%)
Coatue Management
Philippe LaffontPosition history →
1.2%
(9.2%)
ICONIQ Capital
ICONIQ CapitalPosition history →
1.1%
—
Zevenbergen Capital Investments
Zevenbergen Capital InvestmentsPosition history →
0.95%
(5.4%)
Davis Advisors
Christopher DavisPosition history →
0.70%
(6.0%)
Capital World Investors
Capital World InvestorsPosition history →
0.50%
+156.4%
Motley Fool Asset Management
Motley Fool Asset ManagementPosition history →
0.48%
(25.2%)
Bridgewater Associates
Bridgewater AssociatesPosition history →
0.31%
NEW
Adage Capital Management
Adage Capital ManagementPosition history →
0.17%
(1.2%)
Capital Research Global Investors
Capital Research Global InvestorsPosition history →
0.14%
(27.8%)
Infrastructure Capital Advisors
Infrastructure Capital AdvisorsPosition history →
0.03%
NEW
Alps Advisors
Alps AdvisorsPosition history →
0.02%
+3.5%

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.