AppLovin Corporation
MX ˙ BMV ˙ US03831W1080
SecurityMX:APP / AppLovin Corporation
InstitutionL2 Asset Management, LLC
Latest Disclosed Ownership1,354 shares
Latest Disclosed Value $ 538,892
L2 Asset Management, LLC reports 7.29% increase in ownership of APP / AppLovin Corporation

On May 14, 2026 - L2 Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,354 shares of AppLovin Corporation (MX:APP) valued at $538,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,262 shares of AppLovin Corporation. This represents a change in shares of 7.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPLOVIN COM CL A 03831W108 1,354 92 7.29 539 -36.71 0.0513
2026-02-13 2025-12-31 13F APPLOVIN COM CL A 03831W108 1,262 -9,366 -88.13 850 -88.87 0.1136
2025-11-14 2025-09-30 13F APPLOVIN COM CL A 03831W108 10,628 450 4.42 7,637 114.31 1.1051
2025-08-14 2025-06-30 13F APPLOVIN COM CL A 03831W108 10,178 -11,102 -52.17 3,563 -36.80 0.5830
2025-05-15 2025-03-31 13F APPLOVIN COM CL A 03831W108 21,280 2,934 15.99 5,639 -5.08 1.1518
2025-02-14 2024-12-31 13F APPLOVIN COM CL A 03831W108 18,346 -53,751 -74.55 5,941 -36.89 1.2914
2024-11-14 2024-09-30 13F APPLOVIN COM CL A 03831W108 72,097 13,727 23.52 9,412 93.78 2.5575
2024-08-14 2024-06-30 13F APPLOVIN COM CL A 03831W108 58,370 5,194 9.77 4,858 31.98 1.4636
2024-05-15 2024-03-31 13F APPLOVIN COM CL A 03831W108 53,176 1,219 2.35 3,681 77.78 1.2085
2024-02-13 2023-12-31 13F APPLOVIN COM CL A 03831W108 51,957 51,148 6,322.37 2,070 72.64 0.8510
2023-11-08 2023-09-30 13F APPLOVIN COM CL A 03831W108 809 809 1,200 0.5643
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.