KENSICO CAPITAL MANAGEMENT CORP: APPLOVIN CORP (APP): Quarterly 13F Position History
As of Q1 2026, KENSICO CAPITAL MANAGEMENT CORP reported 3,284,250 shares of APPLOVIN CORP (APP), worth $1.3B and representing 26.7% of its 13F equity book. Quarter-over-quarter share count change: + 165,750 (+5.3%) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.
- 3,284,250Shares Held (Latest Filing)
- $1.3BReported Market Value (Latest Filing)
- 26.7%Portfolio Weight (% of 13F Equity Book)
- +165,750Quarter-over-Quarter Share Change
- -$794.2MQuarter-over-Quarter Value Change
- 3,284,250Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,284,250 | +165,750 | +5.3% | $1.3B | 26.7% | $398.0 |
| Q4 2025 | 3,118,500 | 0 | — | $2.1B | 35.7% | $673.8 |
| Q3 2025 | 3,118,500 | +95,000 | +3.1% | $2.2B | 34.5% | $718.5 |
| Q2 2025 | 3,023,500 | +144,500 | +5.0% | $1.1B | 20.4% | $350.1 |
| Q1 2025 | 2,879,000 | +328,000 | +12.9% | $762.8M | 17.2% | $265.0 |
| Q4 2024 | 2,551,000 | 0 | — | $826.1M | 18.9% | $323.8 |
| Q3 2024 | 2,551,000 | +449,200 | +21.4% | $333.0M | 8.8% | $130.6 |
| Q2 2024 | 2,101,800 | 47,900 | -2.2% | $174.9M | 5.4% | $83.2 |
| Q1 2024 | 2,149,700 | 29,000 | -1.3% | $148.8M | 4.9% | $69.2 |
| Q4 2023 | 2,178,700 | +208,700 | +10.6% | $86.8M | 3.3% | $39.9 |
| Q3 2023 | 1,970,000 | 29,200 | -1.5% | $78.7M | 3.3% | $40.0 |
| Q2 2023 | 1,999,200 | +364,700 | +22.3% | $51.4M | 2.1% | $25.7 |
| Q1 2023 | 1,634,500 | +144,500 | +9.7% | $25.7M | 1.1% | $15.8 |
| Q4 2022 | 1,490,000 | 110,000 | -6.9% | $15.7M | 0.7% | $10.5 |
| Q3 2022 | 1,600,000 | +565,000 | +54.6% | $31.2M | 1.6% | $19.5 |
| Q2 2022 | 1,035,000 | — | — | $35.6M | 1.6% | $34.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did KENSICO CAPITAL MANAGEMENT CORP first disclose a APP position in 13F-HR filings?
KENSICO CAPITAL MANAGEMENT CORP first reported APPLOVIN CORP (APP) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was KENSICO CAPITAL MANAGEMENT CORP's most recent quarter-over-quarter share-count change in APP?
Between Q4 2025 and Q1 2026, KENSICO CAPITAL MANAGEMENT CORP added 165,750 shares of APP (+5.3%), bringing the total reported position to 3,284,250 shares at a market value of $1.3B.
Does the implied price-per-share represent KENSICO CAPITAL MANAGEMENT CORP's cost basis in APP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.