Ownership history in COATUE MANAGEMENT LLC · 13 quarters on record
This page tracks every 13F SEC filing in which COATUE MANAGEMENT LLC reported a position in APPLOVIN CORP (APP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,185,747 | -82,108 | -3.6% | 3.69% | $1.47B | $673.82 |
| 2025 Q3 | ADDED | 2,267,855 | +452,040 | +24.9% | 4.00% | $1.63B | $718.54 |
| 2025 Q2 | REDUCED | 1,815,815 | -280,339 | -13.4% | 1.77% | $635.7M | $350.08 |
| 2025 Q1 | REDUCED | 2,096,154 | -201,784 | -8.8% | 2.45% | $555.4M | $264.97 |
| 2024 Q4 | ADDED | 2,297,938 | +304,342 | +15.3% | 2.51% | $744.1M | $323.83 |
| 2024 Q3 | REDUCED | 1,993,596 | -294,807 | -12.9% | 0.97% | $260.3M | $130.55 |
| 2024 Q2 | ADDED | 2,288,403 | +1,134,983 | +98.4% | 0.74% | $190.4M | $83.22 |
| 2024 Q1 | UNCHANGED | 1,153,420 | — | 0% | 0.31% | $79.8M | $69.22 |
| 2023 Q4 | UNCHANGED | 1,153,420 | — | 0% | 0.19% | $46.0M | $39.85 |
| 2023 Q3 | UNCHANGED | 1,153,420 | — | 0% | 0.23% | $46.1M | $39.96 |
As of 2025 Q4 — sorted by position size