APP — APPLOVIN CORP

Ownership history in VIKING GLOBAL INVESTORS LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which VIKING GLOBAL INVESTORS LP 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
0.38% (2025 Q2)
Avg. % of fund
0.24%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 162,525 -210,448 -56.4% 0.30% $116.8M $718.54
2025 Q2 ADDED 372,973 +235,880 +172.1% 0.38% $130.6M $350.08
2025 Q1 REDUCED 137,093 -11,872 -8.0% 0.12% $36.3M $264.97
2024 Q4 INITIATED 148,965 — — 0.16% $48.2M $323.83
% 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% 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%
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