APP — APPLOVIN CORP

Ownership history in KENSICO CAPITAL MANAGEMENT CORP  ·  15 quarters on record

This page tracks every 13F SEC filing in which KENSICO CAPITAL MANAGEMENT CORP 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.

Peak position
35.71% (2025 Q4)
Avg. % of fund
10.64%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,118,500 — 0% 35.71% $2.10B $673.82
2025 Q3 ADDED 3,118,500 +95,000 +3.1% 34.52% $2.24B $718.54
2025 Q2 ADDED 3,023,500 +144,500 +5.0% 20.35% $1.06B $350.08
2025 Q1 ADDED 2,879,000 +328,000 +12.9% 17.19% $762.8M $264.97
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    APP price (monthly, adj. close)

Other funds also holding APP

As of 2025 Q4 — sorted by position size

AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 35.43% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 35.17% IEQ CAPITAL, LLC 3Y 31.64% TFJ Management, LLC 25.65% Greenstone Partners & Co., LLC 3Y 25.57% Keenan Capital, LLC 3Y 7Y 21.69% Steadview Capital Management LLC 3Y 18.63% Jericho Capital Asset Management L.P. 3Y 7Y 16.09% MGB Wealth Management, LLC 15.58% 3G Capital Partners LP 3Y 7Y 15.09%
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