AppLovin Corporation
US ˙ NasdaqGS ˙ US03831W1080

SecurityAPP / AppLovin Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership5,604,841 shares
Latest Disclosed Value $ 2,230,727,855
Morgan Stanley reports 0.78% increase in ownership of APP / AppLovin Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 5,604,841 shares of AppLovin Corporation (US:APP) valued at $2,230,726,718 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 5,561,646 shares of AppLovin Corporation. This represents a change in shares of 0.78% during the quarter. The current value of the position is $3,199,411,388 USD.

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)
2026-05-15 2026-03-31 13F APPLOVIN COM CL A 03831W108 5,604,841 43,195 0.78 2,230,728 -40.48 0.1344
2026-05-27 2025-12-31 13F/A-1 APPLOVIN COM CL A 03831W108 5,561,646 538,806 10.73 3,747,551 3.84 0.2237
2026-02-13 2025-12-31 13F APPLOVIN COM CL A 03831W108 5,561,646 538,806 3,747,551 0.2237
2026-05-27 2025-09-30 13F/A-1 APPLOVIN COM CL A 03831W108 5,022,840 -141,218 -2.73 3,609,113 99.64 0.2185
2025-11-14 2025-09-30 13F APPLOVIN COM CL A 03831W108 5,022,840 -141,218 3,609,113 0.2185
2025-08-15 2025-06-30 13F APPLOVIN COM CL A 03831W108 5,164,058 -403,225 -7.24 1,807,834 22.55 0.1178
2025-05-15 2025-03-31 13F APPLOVIN COM CL A 03831W108 5,567,283 2,180,194 64.37 1,475,164 34.49 0.1055
2025-05-15 2024-12-31 13F/A-1 APPLOVIN COM CL A 03831W108 3,387,089 1,021,615 43.19 1,096,842 255.18 0.0768
2025-02-14 2024-12-31 13F APPLOVIN COM CL A 03831W108 3,387,089 1,021,615 1,096,842 0.0768
2025-05-14 2024-09-30 13F/A-2 APPLOVIN COM CL A 03831W108 2,365,474 -99,163 -4.02 308,813 50.56 0.0224
2025-02-14 2024-09-30 13F/A-1 APPLOVIN COM CL A 03831W108 2,365,474 -99,163 308,813 0.0224
2024-11-14 2024-09-30 13F APPLOVIN COM CL A 03831W108 2,365,474 -99,163 308,813 0.0224
2025-05-14 2024-06-30 13F/A-2 APPLOVIN COM CL A 03831W108 2,464,637 -250,437 -9.22 205,107 9.14 0.0159
2024-10-17 2024-06-30 13F/A-1 APPLOVIN COM CL A 03831W108 2,464,637 -250,437 205,107 0.0159
2024-08-14 2024-06-30 13F APPLOVIN COM CL A 03831W108 2,464,637 -250,437 205,107 0.0159
2024-10-17 2024-03-31 13F/A-2 APPLOVIN COM CL A 03831W108 2,715,074 414,486 18.02 187,937 105.00 0.0151
2024-08-16 2024-03-31 13F/A-1 APPLOVIN COM CL A 03831W108 2,715,074 414,486 187,937 0.0151
2024-05-15 2024-03-31 13F APPLOVIN COM CL A 03831W108 2,715,074 414,486 187,937 0.0151
2024-08-16 2023-12-31 13F/A-1 APPLOVIN COM CL A 03831W108 2,300,588 404,012 21.30 91,678 20.97 0.0081
2024-02-13 2023-12-31 13F APPLOVIN COM CL A 03831W108 2,300,588 404,012 91,678 0.0081
2023-11-15 2023-09-30 13F APPLOVIN COM CL A 03831W108 1,896,576 48,892 2.65 75,787 59.42 0.0077
2023-08-14 2023-06-30 13F APPLOVIN COM CL A 03831W108 1,847,684 -42,677 -2.26 47,541 59.67 0.0047
2023-05-15 2023-03-31 13F APPLOVIN COM CL A 03831W108 1,890,361 -122,781 -6.10 29,773 40.45 0.0032
2023-02-14 2022-12-31 13F APPLOVIN COM CL A 03831W108 2,013,142 1,089,935 118.06 21,198 17.81 0.0024
2022-11-14 2022-09-30 13F APPLOVIN COM CL A 03831W108 923,207 312,869 51.26 17,994 -14.40 0.0025
2022-10-27 2022-06-30 13F/A-1 APPLOVIN COM CL A 03831W108 610,338 195,423 47.10 21,020 -8.01 0.0027
2022-08-15 2022-06-30 13F APPLOVIN COM CL A 03831W108 610,338 195,423 21,020 0.0027
2022-10-27 2022-03-31 13F/A-1 APPLOVIN COM CL A 03831W108 414,915 310,536 297.51 22,851 132.25 0.0031
2022-05-13 2022-03-31 13F APPLOVIN COM CL A 03831W108 414,915 310,536 22,851 0.0031
2022-02-14 2021-12-31 13F APPLOVIN COM CL A 03831W108 104,379 42,552 68.82 9,839 119.92 0.0012
2021-11-15 2021-09-30 13F APPLOVIN COM CL A 03831W108 61,827 50,832 462.32 4,474 441.65 0.0006
2021-08-23 2021-06-30 13F/A-1 APPLOVIN COM CL A 03831W108 10,995 10,995 826 0.0001
2021-08-16 2021-06-30 13F APPLOVIN COM CL A 03831W108 10,995 10,995 826 0.0001
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.