HAP Trading, LLC APP — APPLOVIN CORP

Ownership history in HAP Trading, LLC  ·  16 quarters on record

AI Ownership Summary

HAP Trading, LLC reported APPLOVIN CORP (APP) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 18.18% in 2025 Q2. The latest visible filing shows APP at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HAP Trading, LLC'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
2025 Q2

APP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.18% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 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.

APP stock page HAP Trading, LLC fund profile HAP Trading, LLC full holdings
How HAP Trading, LLC 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 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 98.3% +103.5% ❌ 10,600 -628,300 -98.3% 0.02% $192K 2025-08-14 (Est.) $433.34
2025 Q2 ADDED — — — 638,900 +626,500 +5052.4% 18.18% $192.2M 2025-08-14 (Est.) $433.34
2025 Q1 REDUCED 98.1% +32.1% ❌ 12,400 -632,000 -98.1% 0.07% $646.5M 2025-05-14 $376.54
2025 Q1 ADDED — — — 644,400 +9,500 +1.5% 14.90% $139.23B 2025-05-14 $376.54
2024 Q4 REDUCED — — — 634,900 -25,500 -3.9% 15.30% $176.48B 2025-02-13 $471.67
2024 Q3 ADDED — — — 660,400 +625,634 +1799.6% 6.41% $55.88B 2024-11-12 $289.03
2024 Q2 REDUCED 94.5% +56.9% ❌ 34,766 -596,134 -94.5% 0.34% $2.89B 2024-08-14 $84.64
2024 Q2 REDUCED — — — 630,900 -8,500 -1.3% 3.26% $27.41B 2024-08-14 $84.64
2024 Q1 ADDED — — — 639,400 +625,800 +4601.5% 2.41% $21.07B 2024-05-13 $86.37
2024 Q1 REDUCED 75.5% +22.5% ❌ 13,600 -41,814 -75.5% 0.00% $31.0M 2024-05-13 $86.37
2024 Q1 REDUCED 87.0% +22.5% ❌ 55,414 -372,186 -87.0% 0.44% $3.84B 2024-05-13 $86.37
2023 Q4 ADDED — — — 427,600 +359,978 +532.3% 0.72% $4.53B 2024-02-14 $46.87
2023 Q4 REDUCED 42.9% +73.5% ❌ 67,622 -50,778 -42.9% 0.43% $2.69B 2024-02-14 $46.87
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APP

As of 2026 Q1 — sorted by position size

AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 23.93% Steadview Capital Management LLC 3Y 15.71% SAPIENT CAPITAL LLC 7.64% Zweig-DiMenna Associates LLC 3Y 7Y 4.46% WCM INVESTMENT MANAGEMENT, LLC 3Y 7Y 4.25% Meadowbrook Wealth Management, LLC 4.22% Hiddenite Capital Partners LP 3Y 4.18% PIAR LLC 3.96% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.94% Integrated Financial Solutions, Inc. 3.11%

FAQ About HAP Trading, LLC and APP

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

How long has HAP Trading, LLC reported owning APP?

HAP Trading, LLC reported APP across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported APP position in HAP Trading, LLC's portfolio?

The largest reported portfolio weight for APP was 18.18% in 2025 Q2.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q2, when HAP Trading, LLC reported 10,600 shares, equal to 0.02% of portfolio, with an estimated market value of $192K.

What does the chart on this APP ownership page compare?

The chart compares HAP Trading, LLC'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 HAP Trading, LLC time their APP position?

Based on 13F filing dates vs. subsequent APP price moves, HAP Trading, LLC correctly timed 9 out of 15 reported position changes (60%).

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