Technology · owned by 2 fund managers
Who owns AppLovin (APP)?
2 of the 22 fund managers we track hold AppLovin, worth $896M combined as of Q2 2026. Stephen Mandel has the biggest bet at 3.3% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$896M
At quarter-end prices
Biggest weight
3.3%
Stephen Mandel
Buyers / sellers
1 / 2
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. AppLovin appears in 2 of our 22 portfolios.
- Largest holder: Stephen Mandel (3.3% of portfolio)
- 1 manager bought or added this quarter
- 2 managers trimmed or sold out
- 8 congressional trades disclosed recently (5 buys, 3 sells)
- Company insiders in Q3 2026: no open-market buys, sold $2M
This is not a recommendation. Do your own research.
Fund managers who own APP
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 3.28% | Trimmed | 1,042,268 | $537M |
| Terry Smith Fundsmith | 2.63% | New | 696,568 | $359M |
| Chase Coleman Tiger Global Management | 0% | Sold out | 1,000,000 | $398M prior qtr |
Congressional trades in APPAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 18 Sep 2026 | 12 Oct 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Sell | $1,001 – $15,000 | 18 Aug 2026 | 10 Sep 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 17 Jul 2026 | 4 Sep 2026 |
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 27 Mar 2026 | 21 Jul 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 15 May 2026 | 8 Jun 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Sell | $1,001 – $15,000 | 14 Apr 2026 | 8 May 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Sell | $15,001 – $50,000 | 18 Mar 2026 | 7 Apr 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 13 Mar 2026 | 7 Apr 2026 |
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