Applovin Corp-Class A – Investors and Politicians Who Own It
APP
Investors who own it
14 tracked investors, $4.2B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Josh ResnickJericho Capital Asset Management, Q2 2026 | $864.2M | 7.14% |
Philippe LaffontCoatue Management, Q2 2026 | $603.4M | 1.24% |
Stephen MandelLone Pine Capital, Q2 2026 | $537M | 3.28% |
Frank SandsSands Capital Management, Q2 2026 | $428.5M | 1.59% |
Terry SmithFundsmith, Q2 2026 | $358.9M | 2.63% |
Dan SundheimD1 Capital Partners, Q2 2026 | $344.8M | 0.99% |
| $301.9M | 0.19% | |
Alex SacerdoteWhale Rock Capital, Q2 2026 | $237.8M | 1.91% |
Pat DorseyDorsey Asset Management, Q2 2026 | $226.3M | 14.5% |
Chris DavisDavis Selected Advisers, Q2 2026 | $162.7M | 0.70% |
Ray DalioBridgewater Associates, Q2 2026 | $75.5M | 0.31% |
Castle Hook PartnersQ2 2026 | $61.2M | 0.28% |
Rob CitroneDiscovery Capital Management, Q2 2026 | $42.8M | 1.78% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $4.6M | 0.07% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $43.8K | 0.10% |
Alan ArmstrongR-OK · Senate | $5.9K | 0.12% |
Michael A. RulliR-OH · House | $3.3K | 0.36% |
Josh GottheimerD-NJ · House | $3.3K | 0.01% |
Robert P. Bresnahan, Jr.R-PA · House | $3.3K | 0.02% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Chase Coleman | Reduced −35% | 1,292,984 |
| Stephen Mandel | Reduced −30% | 780,530 |
| Frank Sands | Added +44% | 1,463,351 |
| Castle Hook Partners | Reduced −35% | 393,813 |
| Philippe Laffont | Reduced −3.6% | 2,185,747 |
| Alex Sacerdote | Reduced −17% | 808,356 |
| Dan Sundheim | Reduced −20% | 669,282 |
| National Pension Service (Korea) | Reduced −16% | 703,285 |
| Andreas Halvorsen | Sold out | 0 |
| Zach Schreiber | Sold out | 0 |
| Henry Ellenbogen | Reduced −13% | 163,405 |
| Gavin Baker | Sold out | 0 |
| Ray Dalio | Reduced −60% | 9,867 |
| Chris Davis | Added +11% | 247,981 |
| Rob Citrone | Added +23% | 37,240 |
| Barry Ritholtz | Reduced −4.7% | 9,741 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Aug 18, 2026disclosed Sep 10, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jul 17, 2026disclosed Sep 4, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 15, 2026disclosed Jun 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Apr 14, 2026disclosed May 8, 2026 |
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 27, 2026disclosed Jul 21, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$15K–$50K | Mar 18, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Mar 13, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Feb 10, 2026disclosed Mar 9, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Feb 5, 2026disclosed Mar 9, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Dec 19, 2025disclosed Jan 12, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Nov 18, 2025disclosed Dec 15, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Oct 17, 2025disclosed Nov 18, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Oct 9, 2025disclosed Nov 18, 2025 |
Val T. HoyleSpouseD-OR · House | Sold$1K–$15K | Sep 23, 2025disclosed Oct 10, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jul 1, 2025disclosed Jul 10, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Bought$1K–$15K | Jun 6, 2025disclosed Jul 8, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | May 28, 2025disclosed Jun 11, 2025 |
Jefferson ShreveR-IN · House | Sold$15K–$50K | May 12, 2025disclosed Jun 22, 2025 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Apr 16, 2025disclosed May 14, 2025 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Apr 14, 2025disclosed May 14, 2025 |
Jefferson ShreveR-IN · House | Bought$15K–$50K | Apr 7, 2025disclosed May 8, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Mar 13, 2025disclosed Apr 10, 2025 |
Jefferson ShreveR-IN · House | Sold$15K–$50K | Mar 5, 2025disclosed Apr 11, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Feb 26, 2025disclosed Mar 27, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Feb 25, 2025disclosed Mar 27, 2025 |
Jefferson ShreveR-IN · House | Bought$15K–$50K | Feb 24, 2025disclosed Mar 9, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Nov 11, 2024disclosed Dec 5, 2024 |