RKWD

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|

Rockwood Research

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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23 of 23 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Q2 2026Position history →

New+696,568—2.6%$0.36B

Bridgewater Associates

Q2 2026Position history →

New+146,602—0.31%$0.08B

Infrastructure Capital Advisors

Q2 2026Position history →

New+697—0.03%$<0.01B

Capital World Investors

Q2 2026Position history →

Add+4,971,394+156.4%0.50%$4.20B

Dorsey Asset Management

Q2 2026Position history →

Add+122,361+38.6%14.5%$0.23B

Owl Creek Asset Management

Q2 2026Position history →

Add+45,793+538.0%2.5%$0.03B

Glynn Capital Management

Q2 2026Position history →

Add+4,429+21.4%3.6%$0.01B

Q2 2026Position history →

Add+269+3.5%0.02%$<0.01B

WCM Investment Management

Q2 2026Position history →

Trim(1,292,272)(25.8%)3.4%$1.85B

Kensico Capital Management

Q2 2026Position history →

Trim(101,400)(3.1%)28.1%$1.64B

Capital Research Global Investors

Q2 2026Position history →

Trim(733,567)(27.8%)0.14%$0.98B

Coatue Management

Q2 2026Position history →

Trim(118,819)(9.2%)1.2%$0.60B

Lone Pine Capital

Q2 2026Position history →

Trim(422,655)(28.9%)3.3%$0.54B

Sands Capital Management

Q2 2026Position history →

Trim(139,864)(14.4%)1.6%$0.43B

Whale Rock Capital Management

Q2 2026Position history →

Trim(233,926)(33.6%)1.9%$0.24B

Q2 2026Position history →

Trim(20,271)(6.0%)0.70%$0.16B

Adage Capital Management

Q2 2026Position history →

Trim(3,000)(1.2%)0.17%$0.12B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(4,628)(5.4%)0.95%$0.04B

Motley Fool Asset Management

Q2 2026Position history →

Trim(8,174)(25.2%)0.48%$0.01B

Tiger Global Management

Q2 2026Position history →

Exit(1,000,000)(100.0%)exited$0.40B

Renaissance Technologies

Q2 2026Position history →

Exit(436,540)(100.0%)exited$0.17B

Palestra Capital Management

Q2 2026Position history →

Exit(125,779)(100.0%)exited$0.05B

Dorsal Capital Management

Q2 2026Position history →

Exit(75,000)(100.0%)exited$0.03B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.