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Which hedge funds own APP? APPLOVIN CORP, Q2 2026 13F holders

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108 tracked hedge funds disclosed a position in APP (APPLOVIN CORP) in their Q2 2026 13F filings, worth $13.6bn in total. The largest holder by portfolio weight is Kensico Capital Management Corp at 28.1% of its book. 29 opened a new position this quarter: Seldon Capital LP, Contour Asset Management LLC, Fundsmith Investment Services Ltd., Fundsmith (Terry Smith). 25 exited: Infinitum Asset Management, LLC, Ratan Capital Management LP, Palestra Capital Management LLC.

108
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
29
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
25
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$804m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$819m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$13.6bn
Combined value
Sum of the holders' reported positions in the security.
8.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

108 rows
Kensico Capital Management Corp Hedge fund28.1%$1.6bn3.18m−3.1%reduced
Spruce House Investment Management LLC Hedge fund27.1%$922m1.79m0.0%held
Greenstone Partners & Co., LLC Hedge fund23.3%$101m195,2510.0%held
TFJ Management, LLC Hedge fund21.6%$33.2m64,420+2.5%added
Keenan Capital, LLC Hedge fund19.5%$98.5m191,2250.0%held
Panview Capital Ltd Hedge fund15.4%$87.5m169,885−23%reduced
Dorsey Asset Management, LLC Hedge fund14.5%$226m439,313+39%added
Metavasi Capital LP Hedge fund13.7%$35.2m68,398+12%added
3G Capital Partners LP Hedge fund13.1%$48.9m95,0000.0%held
Steadview Capital Management LLC Hedge fund11.7%$38.8m75,290−16%reduced
General Equity Holdings LP Hedge fund9.5%$15.9m30,918−13%reduced
Selkirk Management LLC Hedge fund7.7%$22.2m43,100−11%reduced
Hiddenite Capital Partners LP Hedge fund7.6%$30.9m60,000+50%added
Jericho Capital Asset Management L.P. Hedge fund7.1%$864m1.68m0.0%held
Freshford Capital Management, LLC Hedge fund5.8%$17.1m33,180+1.4%added
Cunning Capital Partners, LP Hedge fund5.8%$14.4m28,0370.0%held
FirstWave Capital Management LLC Hedge fund5.8%$13.1m25,426+28%added
No Street GP LP Hedge fund5.2%$87.1m169,000−6.6%reduced
Deepwater Asset Management, LLC Hedge fund4.1%$9.0m17,474+79%added
Glynn Capital Management LLC Hedge fund3.6%$12.9m25,117+21%added
Seldon Capital LP Hedge fund3.5%$11.3m21,935–new
WCM Investment Management Long-only investor3.4%$1.9bn3.71m−26%reduced
Lone Pine Capital LLC Hedge fund3.3%$537m1.04m−29%reduced
Zweig-DiMenna Associates LLC Hedge fund3.2%$35.4m68,675−15%reduced
Contour Asset Management LLC Hedge fund3.1%$131m253,636–new
Baillie Gifford Long-only investor3.0%$3.3bn6.47m−3.4%reduced
Proem Advisors LLC Hedge fund2.9%$14.2m27,500−29%reduced
X-Square Capital, LLC Hedge fund2.8%$11.0m21,343+27%added
Fundsmith Investment Services Ltd. Hedge fund2.7%$121m233,921–new
Fundsmith (Terry Smith) Long-only investor2.6%$359m696,568–new
Capricorn Fund Managers Ltd Hedge fund2.5%$31.6m61,276–new
Owl Creek Asset Management, L.P. Hedge fund2.5%$28.0m54,304+538%added
Whale Rock Capital Management LLC Hedge fund1.9%$238m461,611−34%reduced
Kultura Capital Management LP Hedge fund1.8%$3.9m7,560−45%reduced
Discovery Capital Management, LLC Hedge fund1.8%$42.8m83,040+64%added
Nishkama Capital, LLC Hedge fund1.7%$15.0m29,171–new
Greenhaven Road Investment Management, L.P. Hedge fund1.6%$2.5m4,810–new
Sands Capital Long-only investor1.6%$429m831,697−14%reduced
WT Asset Management Ltd Hedge fund1.4%$73.1m141,799+75%added
Verde Servicos Internacionais S.A. Hedge fund1.3%$3.5m6,7000.0%held
Coatue Management LLC Hedge fund1.2%$603m1.17m−9.2%reduced
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund1.1%$6.9m13,320–new
ICONIQ Capital, LLC Hedge fund1.1%$36.8m71,3700.0%held
Militia Capital Management LLC Hedge fund1.0%$5.7m11,000+38%added
D1 Capital Partners L.P. Hedge fund1.0%$345m669,2820.0%held
Ardmore Road Asset Management LP Hedge fund0.9%$15.5m30,000–new
KADENSA CAPITAL Ltd Hedge fund0.9%$4.2m8,089−73%reduced
Intercapital, LLC Hedge fund0.8%$1.8m3,500+17%added
Telemark Asset Management, LLC Hedge fund0.7%$10.3m20,0000.0%held
Castle Hook Partners LP Hedge fund0.7%$61.2m118,710+691%added