Philippe Laffont
APP icon

Philippe Laffont’s Applovin APP Stock Holding History

Philippe Laffont’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 		$513M Sell
1,290,008
-895,739
-41% -$433M 1.77% 17
2025
Q4 		$1.47B Sell
2,185,747
-82,108
-4% -$51.7M 3.69% 13
2025
Q3 		$1.63B Buy
2,267,855
+452,040
+25% +$208M 4% 11
2025
Q2 		$636M Sell
1,815,815
-280,339
-13% -$90.9M 1.77% 20
2025
Q1 		$555M Sell
2,096,154
-201,784
-9% -$69.5M 2.45% 15
2024
Q4 		$744M Buy
2,297,938
+304,342
+15% +$77M 2.51% 15
2024
Q3 		$260M Sell
1,993,596
-294,807
-13% -$26.9M 0.97% 31
2024
Q2 		$190M Buy
2,288,403
+1,134,983
+98% +$88.1M 0.74% 30
2024
Q1 		$79.8M Hold
1,153,420
– – 0.31% 43
2023
Q4 		$46M Hold
1,153,420
– – 0.19% 58
2023
Q3 		$46.1M Hold
1,153,420
– – 0.23% 43
2023
Q2 		$29.7M Hold
1,153,420
– – 0.15% 52
2023
Q1 		$18.2M Buy
1,153,420
+788,372
+216% +$10.3M 0.12% 50
2022
Q4 		$3.84M Buy
+365,048
New +$5.35M 0.04% 65

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

Philippe Laffont's APP Position: Q1 2026 in Review

Philippe Laffont reduced its Applovin (APP) stake by 41% in Q1 2026, selling an estimated $433M and leaving 1,290,008 shares worth $513M. The position accounts for 1.77% of the portfolio, ranked #17.

Philippe Laffont first reported a position in APP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.63B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Philippe Laffont held 1,290,008 shares of Applovin worth $513M as of Q1 2026.
  • Philippe Laffont sold 895,739 Applovin shares in Q1 2026, an estimated $433M.
  • Applovin made up 1.77% of Philippe Laffont's portfolio in Q1 2026, its #17 holding.
  • Philippe Laffont first reported a position in Applovin in Q4 2022 and has held it in 14 quarters since.
  • Philippe Laffont's Applovin position peaked at $1.63B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.