Capital World Investors APP APPLOVIN CORP

Ownership history in Capital World Investors  ·  7 quarters on record

AI Ownership Summary

Capital World Investors reported APPLOVIN CORP (APP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.5% in 2026 Q2. The latest visible filing shows APP at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital World Investors's position in APPLOVIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APP was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital World Investors held APP — position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 8,150,954 +4,971,394 +156.4% 0.50% $4.20B 2026-08-12 $303.76
2026 Q1 ADDED 3,179,560 +401,011 +14.4% 0.17% $1.27B 2026-05-13 $453.53
2025 Q4 ADDED 2,778,549 +143,361 +5.4% 0.25% $1.87B 2026-02-11 $456.81
2025 Q3 ADDED 2,635,188 +8,864 +0.3% 0.26% $1.89B 2025-11-13 $556.15
2025 Q2 ADDED 2,626,324 +1,181,976 +81.8% 0.13% $919.4M 2025-08-13 $446.40
2025 Q1 ADDED 1,444,348 +142,831 +11.0% 0.06% $382.7M 2025-05-12 $347.90
2024 Q4 INITIATED 1,301,517 0.06% $421.5M 2025-02-13 $471.67

FAQ About Capital World Investors and APP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital World Investors reported owning APP?

Capital World Investors reported APP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APP position in Capital World Investors's portfolio?

The largest reported portfolio weight for APP was 0.50% in 2026 Q2.

What is the latest reported APP position on this page?

The most recent filing on this page is 2026 Q2, when Capital World Investors reported 8,150,954 shares, equal to 0.50% of portfolio, with an estimated market value of $4.20B.

What does the chart on this APP ownership page compare?

The chart compares Capital World Investors's quarterly APP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital World Investors time their APP position?

Based on 13F filing dates vs. subsequent APP price moves, Capital World Investors correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on APP relative to SPY over the holding period was -37.2%.

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