APP — APPLOVIN CORP

Ownership history in SPRUCE HOUSE INVESTMENT MANAGEMENT LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which SPRUCE HOUSE INVESTMENT 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.

Peak position
38.18% (2025 Q3)
Avg. % of fund
20.49%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,799,729 -257,295 -12.5% 35.17% $1.21B $673.82
2025 Q3 UNCHANGED 2,057,024 — 0% 38.18% $1.48B $718.54
2025 Q2 UNCHANGED 2,057,024 — 0% 26.57% $720.1M $350.08
2025 Q1 REDUCED 2,057,024 -1,050,000 -33.8% 28.30% $545.0M $264.97
15 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

KENSICO CAPITAL MANAGEMENT CORP 3Y 7Y 35.71% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 35.43% 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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