LPC
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Lone Pine Capital’s Applovin APP Stock Holding History

Lone Pine Capital’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$583M Buy
1,464,923
+684,393
+88% +$331M 4.65% 5
2025
Q4 		$526M Sell
780,530
-328,608
-30% -$207M 3.86% 13
2025
Q3 		$797M Sell
1,109,138
-152,196
-12% -$70.2M 5.8% 4
2025
Q2 		$442M Sell
1,261,334
-332,594
-21% -$108M 3.14% 17
2025
Q1 		$422M Buy
1,593,928
+508,815
+47% +$175M 3.65% 16
2024
Q4 		$351M Sell
1,085,113
-1,284,753
-54% -$325M 2.61% 19
2024
Q3 		$309M Sell
2,369,866
-3,332,572
-58% -$304M 2.31% 22
2024
Q2 		$475M Buy
5,702,438
+382,767
+7% +$29.7M 3.85% 13
2024
Q1 		$368M Buy
+5,319,671
New +$282M 2.91% 18

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lone Pine Capital's APP Position: Q1 2026 in Review

Lone Pine Capital increased its Applovin (APP) stake by 88% in Q1 2026, buying an estimated $331M and bringing the position to 1,464,923 shares worth $583M. The position accounts for 4.65% of the portfolio, ranked #5.

Lone Pine Capital first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $797M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Lone Pine Capital held 1,464,923 shares of Applovin worth $583M as of Q1 2026.
  • Lone Pine Capital bought 684,393 Applovin shares in Q1 2026, an estimated $331M.
  • Applovin made up 4.65% of Lone Pine Capital's portfolio in Q1 2026, its #5 holding.
  • Lone Pine Capital first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
  • Lone Pine Capital's Applovin position peaked at $797M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Lone Pine Capital's 13F filing for Q1 2026, filed 15 May 2026.