LONE PINE CAPITAL LLC: APPLOVIN CORP (APP): Quarterly 13F Position History
As of Q1 2026, LONE PINE CAPITAL LLC reported 1,464,923 shares of APPLOVIN CORP (APP), worth $583.0M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: + 684,393 (+87.7%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 1,464,923Shares Held (Latest Filing)
- $583.0MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- +684,393Quarter-over-Quarter Share Change
- +$57.1MQuarter-over-Quarter Value Change
- 5,702,438Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,464,923 | +684,393 | +87.7% | $583.0M | 4.6% | $398.0 |
| Q4 2025 | 780,530 | 328,608 | -29.6% | $525.9M | 3.9% | $673.8 |
| Q3 2025 | 1,109,138 | 152,196 | -12.1% | $797.0M | 5.8% | $718.5 |
| Q2 2025 | 1,261,334 | 332,594 | -20.9% | $441.6M | 3.2% | $350.1 |
| Q1 2025 | 1,593,928 | +508,815 | +46.9% | $422.3M | 3.7% | $265.0 |
| Q4 2024 | 1,085,113 | 1,284,753 | -54.2% | $351.4M | 2.6% | $323.8 |
| Q3 2024 | 2,369,866 | 3,332,572 | -58.4% | $309.4M | 2.3% | $130.6 |
| Q2 2024 | 5,702,438 | +382,767 | +7.2% | $474.6M | 3.8% | $83.2 |
| Q1 2024 | 5,319,671 | — | — | $368.2M | 2.9% | $69.2 |
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 LONE PINE CAPITAL LLC first disclose a APP position in 13F-HR filings?
LONE PINE CAPITAL LLC first reported APPLOVIN CORP (APP) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was LONE PINE CAPITAL LLC's most recent quarter-over-quarter share-count change in APP?
Between Q4 2025 and Q1 2026, LONE PINE CAPITAL LLC added 684,393 shares of APP (+87.7%), bringing the total reported position to 1,464,923 shares at a market value of $583.0M.
Does the implied price-per-share represent LONE PINE CAPITAL LLC'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.