Which hedge funds own APP? APPLOVIN CORP, Q2 2026 13F holders
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22 of the hedge funds tracked by WhaleCreep disclosed a position in APP (APPLOVIN CORP) in their Q2 2026 13F filings, worth $7.4bn in total. The largest holder by portfolio weight is WCM Investment Management at 5.0% of its book. 6 managers opened a new position this quarter: Fundsmith, Greenhaven Road Capital, Contour Asset Management, Bridgewater Associates. 3 exited: Renaissance Technologies LLC, Steadfast Capital Management, Tiger Global Management.
22tracked managers holding
6opened this quarter
3exited this quarter
Which hedge funds hold APP? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| WCM Investment Management | Q2 2026 | 5.0% | $3.7bn | 3,709,328 | -26% | reduced |
| Lone Pine Capital | Q2 2026 | 3.3% | $537.0m | 1,042,268 | -29% | reduced |
| Fundsmith | Q2 2026 | 2.6% | $358.9m | 696,568 | – | new |
| Owl Creek Asset Management | Q2 2026 | 2.5% | $28.0m | 54,304 | 538% | added |
| Whale Rock Capital Management | Q2 2026 | 1.9% | $237.8m | 461,611 | -34% | reduced |
| Discovery Capital Management | Q2 2026 | 1.8% | $42.8m | 83,040 | 64% | added |
| Greenhaven Road Capital | Q2 2026 | 1.6% | $2.5m | 4,810 | – | new |
| Sands Capital Management | Q2 2026 | 1.6% | $428.5m | 831,697 | -14% | reduced |
| D1 Capital Partners | Q2 2026 | 1.0% | $344.8m | 669,282 | 0% | held |
| Baillie Gifford | Q2 2026 | 0.9% | $833.4m | 6,471,615 | -3% | reduced |
| Coatue Management | Q2 2026 | 0.7% | $448.4m | 1,171,189 | -9% | reduced |
| Contour Asset Management | Q2 2026 | 0.5% | $14.0m | 253,636 | – | new |
| Bridgewater Associates | Q2 2026 | 0.3% | $75.5m | 146,602 | – | new |
| Davidson Kempner Capital Management | Q2 2026 | 0.2% | $10.3m | 20,000 | – | new |
| Woodline Partners | Q2 2026 | 0.1% | $29.1m | 56,469 | 30% | added |
| Marshall Wace | Q2 2026 | 0.1% | $103.8m | 201,500 | -10% | reduced |
| Citadel Advisors | Q2 2026 | 0.1% | $96.1m | 186,604 | 40% | added |
| Brevan Howard Capital Management | Q2 2026 | 0.1% | $3.6m | 7,278 | – | new |
| Moore Capital Management | Q2 2026 | 0.0% | $2.1m | 4,041 | 428% | added |
| D. E. Shaw & Co | Q2 2026 | 0.0% | $49.0m | 95,196 | -69% | reduced |
| Millennium Management | Q2 2026 | 0.0% | $17.6m | 34,067 | -23% | reduced |
| Ancora Advisors | Q2 2026 | 0.0% | $169.0k | 328 | 0% | held |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Renaissance Technologies LLC | 3.1% | $173.7m |
| Steadfast Capital Management | 1.7% | $12.0m |
| Tiger Global Management | 25.9% | $398.0m |
How has hedge fund ownership of APP changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 22 | $7.4bn |
| Q1 2026 | 20 | $6.5bn |
| Q4 2025 | 18 | $10.3bn |
| Q3 2025 | 19 | $14.0bn |
| Q2 2025 | 20 | $6.3bn |
| Q1 2025 | 21 | $5.0bn |
| Q4 2024 | 16 | $6.9bn |
| Q3 2024 | 10 | $2.6bn |
| Q2 2024 | 12 | $1.9bn |
| Q1 2024 | 11 | $1.3bn |
| Q4 2023 | 6 | $140.4m |
| Q3 2023 | 5 | $125.4m |
| Q2 2023 | 7 | $76.2m |
| Q1 2023 | 5 | $38.8m |
| Q4 2022 | 4 | $71.8m |
| Q3 2022 | 5 | $118.8m |
Counts every tracked manager that disclosed APP in that quarter's filing, including managers that have since stopped filing.