Stock thesis

Applovin Corp.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

APPLOVIN CORP (APP) is an equity security tracked from 13F filings in the seeded stock universe.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

9 tracked funds report APP in their latest available 13F, representing $2.6B of combined reported value on this page.

Counter-evidence

4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

9 holders

Fund	Move	Read	Value	Weight
Jericho Capital Asset Management largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing	−20%	reported share count decreased	$667,535,152	9.87%
Coatue Management position history Q1 2026 · filed May 15, 2026 · SEC filing	−41%	reported share count decreased	$513,423,184	1.77%
Tiger Global Management position history Q1 2026 · filed May 15, 2026 · SEC filing	−23%	reported share count decreased	$398,000,000	1.74%
Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing	−14%	reported share count decreased	$276,823,726	3.58%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily