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AppLovin Corp. 13F holders

Of the 44 funds followed here, 13 reported a position in AppLovin Corp. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 17.3 million shares worth $8.91 billion, 0.4% of its reported book. New this quarter: Bridgewater Associates. Sold out: Renaissance Technologies, Tiger Global Management, Ratan Capital.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC17,293,553$8.91 billion0.4%+1,602,139added30 June 202613F
Geode Capital Management7,362,995$3.78 billion0.2%+74,623added30 June 202613F
Baillie Gifford6,471,615$3.33 billion3.0%-228,517trimmed30 June 202613F
Citadel Advisors4,012,404$2.07 billion0.2%-1,051,057trimmed30 June 202613F
Norges Bank2,921,649$1.51 billion0.2%held30 June 202613F
Capital Research Global Investors1,905,302$981.6 million0.1%-733,567trimmed30 June 202613F
Coatue Management1,171,189$603.4 million1.2%-118,819trimmed30 June 202613F
Lone Pine Capital1,042,268$537.0 million3.3%-422,655trimmed30 June 202613F
Whale Rock Capital Management461,611$237.8 million1.9%-233,926trimmed30 June 202613F
Millennium Management387,267$199.5 million0.1%-44,737trimmed30 June 202613F
Point72 Asset Management260,300$134.1 million0.1%-86,000trimmed30 June 202613F
Bridgewater Associates146,602$75.5 million0.3%+146,602new30 June 202613F
Two Sigma Investments22,091$11.4 million0.0%-3,509trimmed30 June 202613F
Renaissance Technologies0$00.0%-436,540exited30 June 202613F
Tiger Global Management0$00.0%-1,000,000exited30 June 202613F
Ratan Capital0$00.0%-18,114exited30 June 202613F

Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
6 May 202613GFmr Llc and 3 others15.7 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other19.3 million6.3%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
30 October 202513G/AThe Vanguard Group and 1 other25.0 million8.1%30 September 2025passive, institutional (13d-1(b))EDGAR
17 October 202513GBlackRock, Inc. and 1 other21.4 million7.0%30 September 2025passive, institutional (13d-1(b))EDGAR

A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20261,264$317.76SEC
26 August 2026306$310.54SEC
24 August 20261,020$305.77SEC
20 August 202681$310.79SEC
18 August 202635,326$311.98SEC
17 August 2026108$315.44SEC
14 August 202682$312.67SEC
5 August 202630$419.70SEC
17 July 202655,767$434.48SEC

Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 55,767 on 17 July 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to APP by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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