Stephen Mandel - Lone Pine Capital
Holding/activity history for Applovin Corp. (APP)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,464,923 | 4.65 | Add 87.68% | 2.17 | $398.00 | $583,039,354 | SEC |
| 2025 Q4 | 780,530 | 3.86 | Reduce 29.63% | 1.72 | $673.82 | $525,936,725 | SEC |
| 2025 Q3 | 1,109,138 | 5.80 | Reduce 12.07% | 0.39 | $718.54 | $796,960,019 | SEC |
| 2025 Q2 | 1,261,334 | 3.20 | Reduce 20.87% | 0.77 | $350.08 | $441,567,807 | SEC |
| 2025 Q1 | 1,593,928 | 3.70 | Add 46.89% | 1.18 | $264.97 | $422,343,102 | SEC |
| 2024 Q4 | 1,085,113 | 2.61 | Reduce 54.21% | 1.25 | $323.83 | $351,392,143 | SEC |
| 2024 Q3 | 2,369,866 | 2.31 | Reduce 58.44% | 2.25 | $130.55 | $309,386,006 | SEC |
| 2024 Q2 | 5,702,438 | 3.85 | Add 7.20% | 0.26 | $83.22 | $474,556,890 | SEC |
| 2024 Q1 | 5,319,671 | 2.91 | Buy | 2.91 | $69.22 | $368,227,627 | SEC |