Ownership history in LONE PINE CAPITAL LLC · 10 quarters on record
This page tracks every 13F SEC filing in which LONE PINE CAPITAL 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 | 780,530 | -328,608 | -29.6% | 3.86% | $525.9M | $673.82 |
| 2025 Q3 | ADDED | 1,109,138 | +793,538 | +251.4% | 5.80% | $797.0M | $718.54 |
| 2025 Q2 | REDUCED | 315,600 | -945,734 | -75.0% | 0.79% | $110.5M | $350.08 |
| 2025 Q2 | REDUCED | 1,261,334 | -332,594 | -20.9% | 3.14% | $441.6M | $350.08 |
| 2025 Q1 | ADDED | 1,593,928 | +1,278,328 | +405.0% | 3.65% | $422.3M | $264.97 |
| 2025 Q1 | REDUCED | 315,600 | -769,513 | -70.9% | 0.72% | $83.6M | $264.97 |
| 2024 Q4 | REDUCED | 1,085,113 | -1,284,753 | -54.2% | 2.61% | $351.4M | $323.83 |
| 2024 Q3 | REDUCED | 2,369,866 | -3,332,572 | -58.4% | 2.31% | $309.4M | $130.55 |
| 2024 Q2 | ADDED | 5,702,438 | +382,767 | +7.2% | 3.85% | $474.6M | $83.22 |
| 2024 Q1 | INITIATED | 5,319,671 | — | — | 2.91% | $368.2M | — |
As of 2025 Q4 — sorted by position size