AppLovin Corporation
US ˙ NasdaqGS ˙ US03831W1080

SecurityAPP / AppLovin Corporation
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership1,754 shares
Latest Disclosed Value $ 698,092
Sunbelt Securities, Inc. reports 51.17% decrease in ownership of APP / AppLovin Corporation

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 1,754 shares of AppLovin Corporation (US:APP) valued at $698,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 3,592 shares of AppLovin Corporation. This represents a change in shares of -51.17% during the quarter. The current value of the position is $1,001,236 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)
2026-05-16 2026-03-31 13F APPLOVIN CORP COM CL A Stock 03831W108 1,754 -1,838 -51.17 698 -71.16 0.0441
2026-02-20 2025-12-31 13F APPLOVIN CORP COM CL A Stock 03831W108 3,592 -89 -2.42 2,420 -8.47 0.1614
2025-11-19 2025-09-30 13F APPLOVIN CORP COM CL A Stock 03831W108 3,681 2,770 304.06 2,645 796.27 0.1826
2025-08-14 2025-06-30 13F APPLOVIN CORP COM CL A Stock 03831W108 911 12 1.33 295 23.95 0.0260
2025-04-24 2025-03-31 13F AIRBNB INC COM CL A Stock 03831W108 899 -12 -1.32 238 -21.97 0.0213
2025-02-18 2024-12-31 13F APPLOVIN CORP COM CL A Stock 03831W108 911 -1,169 -56.20 306 12.55 0.0269
2024-11-18 2024-09-30 13F APPLOVIN CORP COM CL A Stock 03831W108 2,080 -1 -0.05 272 56.65 0.0266
2024-08-16 2024-06-30 13F APPLOVIN CORP COM CL A Stock 03831W108 2,081 -22 -1.05 173 19.31 0.0177
2024-04-15 2024-03-31 13F APPLOVIN CORP COM CL A Stock 03831W108 2,103 2,103 146 0.0162
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.