APP AppLovin Corporation

NASDAQ
$323.96

AppLovin Corporation (APP) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-13.73
22 buyers / 29 sellers
SELLING
Funds compared
56
funds with comparable APP positions
42 current holders · 45 prior-quarter holders
Net share change
-2.33M
+735.8K added, -3.06M cut
Position activity
11 new 11 increased 15 reduced 14 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Tiger Global Management Growth Tech Sold Out -1.00M -100.0% $515.2M 0.0% 82
Contour Asset Management Long/Short Tech New +253.6K $130.7M 3.1% 81
Palestra Capital Management Long/Short Sold Out -125.8K -100.0% $64.8M 0.0% 70
Bridgewater Associates Quant Macro New +146.6K $75.5M 0.4% 69
RENAISSANCE TECHNOLOGIES LLC Quant Sold Out -436.5K -100.0% $224.9M 0.0% 68
Lone Pine Capital Long/Short Growth Reduced -422.7K -28.9% $217.8M 3.3% 67
Dorsal Capital Management Long/Short Tech Sold Out -75.0K -100.0% $38.6M 0.0% 66
Whale Rock Capital Management Growth Tech Reduced -233.9K -33.6% $120.5M 1.9% 64
Castle Hook Partners Event Long/Short Increased +103.7K +691.4% $53.4M 0.7% 62
Steadfast Capital Management Long/Short Sold Out -30.2K -100.0% $15.6M 0.0% 61

Most significant buyers

By move score, not size.

  • Contour Asset Management New · +253.6K
  • Bridgewater Associates New · +146.6K
  • Castle Hook Partners Increased · +103.7K
  • Davidson Kempner Capital Management New · +20.0K
  • WORLDQUANT MILLENNIUM ADVISORS LLC New · +10.9K

Most significant sellers

By move score, not size.

  • Tiger Global Management Sold Out · -1.00M
  • Palestra Capital Management Sold Out · -125.8K
  • RENAISSANCE TECHNOLOGIES LLC Sold Out · -436.5K
  • Lone Pine Capital Reduced · -422.7K
  • Dorsal Capital Management Sold Out · -75.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Tiger Global Management 1 0 1.0M -1.00M -100.0% 0.0% Sold Out 82
Contour Asset Management 2 253.6K 0 +253.6K 3.1% New 81
Palestra Capital Management 2 0 125.8K -125.8K -100.0% 0.0% Sold Out 70
Bridgewater Associates 1 146.6K 0 +146.6K 0.4% New 69
RENAISSANCE TECHNOLOGIES LLC 1 0 436.5K -436.5K -100.0% 0.0% Sold Out 68
Lone Pine Capital 1 1.0M 1.5M -422.7K -28.9% 3.3% Reduced 67
Dorsal Capital Management 2 0 75.0K -75.0K -100.0% 0.0% Sold Out 66
Whale Rock Capital Management 1 461.6K 695.5K -233.9K -33.6% 1.9% Reduced 64
Castle Hook Partners 1 118.7K 15.0K +103.7K +691.4% 0.7% Increased 62
Steadfast Capital Management 2 0 30.2K -30.2K -100.0% 0.0% Sold Out 61
Davidson Kempner Capital Management 2 20.0K 0 +20.0K 0.2% New 61
Ghisallo Capital Management 2 0 25.0K -25.0K -100.0% 0.0% Sold Out 61
Qube Research & Technologies Ltd 2 0 71.1K -71.1K -100.0% 0.0% Sold Out 59
Kensico Capital Management 1 3.2M 3.3M -101.4K -3.1% 28.1% Reduced 59
WORLDQUANT MILLENNIUM ADVISORS LLC 2 10.9K 0 +10.9K 0.0% New 58
Voloridge Investment Management 2 0 55.1K -55.1K -100.0% 0.0% Sold Out 58
TWO SIGMA INVESTMENTS, LP 2 691 0 +691 0.0% New 57
Weiss Asset Management 2 0 2.3K -2.3K -100.0% 0.0% Sold Out 56
Tudor Investment Corporation 2 0 18.3K -18.3K -100.0% 0.0% Sold Out 56
ExodusPoint Capital Management 3 3.3K 0 +3.3K 0.0% New 54
Voleon Capital Management 3 0 10.9K -10.9K -100.0% 0.0% Sold Out 53
Trexquant Investment 3 0 13.5K -13.5K -100.0% 0.0% Sold Out 53
Caxton Associates 3 692 0 +692 0.0% New 53
D. E. Shaw & Co., Inc. 1 95.2K 303.5K -208.3K -68.6% 0.0% Reduced 52
Brevan Howard Capital Management 3 7.3K 0 +7.3K 0.1% New 52
Discovery Capital Management 2 83.0K 50.6K +32.4K +64.0% 1.8% Increased 52
Alphadyne Asset Management 3 0 485 -485 -100.0% 0.0% Sold Out 51
J. Goldman & Co. 3 544 0 +544 0.0% New 50
Parallax Volatility Advisers 3 3 0 +3 0.0% New 50
Graham Capital Management 3 1.9K 0 +1.9K 0.0% New 49
Boothbay Fund Management 4 0 1.8K -1.8K -100.0% 0.0% Sold Out 49
Moore Capital Management 3 4.0K 766 +3.3K +427.5% 0.1% Increased 48
Capula Management 2 344 2.5K -2.1K -86.0% 0.0% Reduced 48
Verition Fund Management 2 3.8K 1.9K +1.9K +101.8% 0.0% Increased 48
COATUE MANAGEMENT LLC 1 1.2M 1.3M -118.8K -9.2% 1.2% Reduced 47
Capstone Investment Advisors 3 555 7.2K -6.7K -92.3% 0.0% Reduced 47
Gotham Asset Management, LLC 2 148.3K 88.3K +60.0K +68.0% 0.2% Increased 45
Squarepoint Ops LLC 2 12.9K 7.2K +5.7K +79.0% 0.0% Increased 45
Edgestream Partners 4 511 3.3K -2.8K -84.7% 0.0% Reduced 41
CITADEL ADVISORS LLC 1 186.6K 133.3K +53.3K +40.0% 0.1% Increased 41
Engineers Gate 4 1.5K 9.4K -7.9K -84.0% 0.0% Reduced 40
Winton Group 4 1.2K 5.9K -4.6K -78.9% 0.0% Reduced 39
Man Group 3 20.3K 45.5K -25.2K -55.3% 0.0% Reduced 39
Y-Intercept 4 18.2K 43.4K -25.2K -58.0% 0.2% Reduced 37
MILLENNIUM MANAGEMENT LLC 2 34.1K 44.5K -10.4K -23.5% 0.0% Reduced 34
Woodline Partners LP 2 56.5K 43.5K +12.9K +29.7% 0.1% Increased 33
MARSHALL WACE, LLP 2 201.5K 223.2K -21.7K -9.7% 0.1% Reduced 32
Armistice Capital 3 28.2K 24.4K +3.8K +15.6% 0.4% Increased 30
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 239.8K 242.8K -3.0K -1.2% 0.2% Reduced 28
Balyasny Asset Management L.P. 2 5.7K 5.5K +180 +3.3% 0.0% Increased 27
AQR Capital Management 3 127.8K 114.9K +12.9K +11.3% 0.0% Increased 25
Spruce House Investment Management 1 1.8M 1.8M 0 +0.0% 27.1% Unchanged 47
Jericho Capital Asset Management 1 1.7M 1.7M 0 +0.0% 7.1% Unchanged 50
D1 Capital Partners L.P. 1 669.3K 669.3K 0 +0.0% 1.0% Unchanged 36
CastleKnight Management 3 8.4K 8.4K 0 +0.0% 0.2% Unchanged 15
Chilton Investment Company 2 3.6K 3.6K 0 +0.0% 0.0% Unchanged 19

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.