APP β€” APPLOVIN CORP

Ownership history in Zweig-DiMenna Associates LLC  Β·  5 quarters on record

AI Ownership Summary

Zweig-DiMenna Associates LLC reported APPLOVIN CORP (APP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.69% in 2025 Q3. The latest visible filing shows APP at 5.02% 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.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zweig-DiMenna Associates 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 Q4

APP was reported at 5.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.69% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Zweig-DiMenna Associates LLC held APP β€” position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 119,945 +6,745 +6.0% 5.02% $80.8M 2026-02-14 (Est.) $390.55
2025 Q3 REDUCED 113,200 -6,425 -5.4% 5.69% $81.3M 2025-11-07 $619.93
2025 Q2 REDUCED 119,625 -13,010 -9.8% 3.96% $41.9M 2025-08-05 $377.93
2025 Q1 ADDED 132,635 +59,135 +80.5% 5.57% $35.1M 2025-05-07 $303.46
2024 Q4 INITIATED 73,500 β€” β€” 1.78% $23.8M 2025-01-21 $338.39

FAQ About Zweig-DiMenna Associates 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 Zweig-DiMenna Associates LLC reported owning APP?

Zweig-DiMenna Associates LLC reported APP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported APP position in Zweig-DiMenna Associates LLC's portfolio?

The largest reported portfolio weight for APP was 5.69% in 2025 Q3.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q4, when Zweig-DiMenna Associates LLC reported 119,945 shares, equal to 5.02% of portfolio, with an estimated market value of $80.8M.

What does the chart on this APP ownership page compare?

The chart compares Zweig-DiMenna Associates 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.

← Back to Zweig-DiMenna Associates LLC Holdings