APPLOVIN CORP

$APP
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Smart money positioned

27 of the Top-200 alpha managers hold $APP as of the latest 13F snapshot.

13F holders
16
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

27 holders · Q1 2026

$APP is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.77%, with an average of 0.22% of portfolio. Largest holder: Coatue Management LLC at 1.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Coatue Management LLC Philippe Laffont
1.77% ↓ 1.9pp
α +34.1pts
02
Anderson Financial Strategies, LLC
0.99% held
α +19.8pts
03
Knightsbridge Asset Management, LLC
0.93% NEW
α +24.2pts
04
Independent Solutions Wealth Management, LLC
0.62% NEW
α +19.1pts
05
Venture Visionary Partners LLC
0.33% NEW
α +10.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 16 · Source: 13F-HR
01
Vanguard Group Inc.
0.25% of portfolio
25,120,575 sh
02
State Street
0.19% of portfolio
12,101,830 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.16% of portfolio
1,735,471 sh
04
Coatue Management LLC
1.37% of portfolio
1,171,189 sh
05
Lone Pine Capital LLC
3.28% of portfolio
1,042,268 sh
06
Citigroup Inc.
0.15% of portfolio
608,661 sh
07
Citadel
0.06% of portfolio
186,604 sh
08
Bridgewater Associates
0.31% of portfolio
146,602 sh
09
Erste Asset Management GmbH
0.23% of portfolio
58,937 sh
10
Seldon Capital LP
3.54% of portfolio
21,935 sh
See all 16 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 3 filers
21 Aug 2026
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· F
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21 Aug 2026
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21 Aug 2026
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21 Aug 2026
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F
21 Aug 2026
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F
14 Aug 2026
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· C
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C
14 Aug 2026
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14 Aug 2026
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14 Aug 2026
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07 Aug 2026
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· G
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07 Aug 2026
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· G
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17 Jul 2026
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· GRANT
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A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $APP in the recent window.

Convergence · $APP

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:44 UTC.