AppLovin Corporation
US ˙ NasdaqGS ˙ US03831W1080

SecurityAPP / AppLovin Corporation
InstitutionVGI Partners Ltd
Latest Disclosed Ownership2,552 shares
Latest Disclosed Value $ 1,015,696
VGI Partners Ltd reports 65.69% decrease in ownership of APP / AppLovin Corporation

On May 15, 2026 - VGI Partners Ltd filed a 13F-HR form disclosing ownership of 2,552 shares of AppLovin Corporation (US:APP) valued at $1,015,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 7,438 shares of AppLovin Corporation. This represents a change in shares of -65.69% during the quarter. The current value of the position is $1,456,758 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.

Upgrade to unlock premium data and export to Excel .

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 2,552 -4,886 -65.69 1,016 -79.74 0.0295
2026-02-18 2025-12-31 13F AppLovin COM CL A 03831W108 7,438 3,688 98.35 5,012 86.01 0.2890
2025-11-13 2025-09-30 13F AppLovin COM CL A 03831W108 3,750 2,402 178.19 2,695 471.97 0.1928
2025-08-05 2025-06-30 13F AppLovin COM CL A 03831W108 1,348 273 25.40 472 65.85 0.0399
2025-05-13 2025-03-31 13F APPLOVIN COM CL A 03831W108 1,075 -1,425 -57.00 285 -64.89 0.0292
2025-02-14 2024-12-31 13F APPLOVIN COM CL A 03831W108 2,500 2,500 810 0.0820
2024-08-02 2024-06-30 13F AppLovin COM CL A 03831W108 0 -5,000 -100.00 0 -100.00
2024-05-15 2024-03-31 13F/A-1 AppLovin COM CL A 03831W108 5,000 5,000 346 0.0348
2024-05-13 2024-03-31 13F AppLovin COM CL A 03831W108 5,000 5,000 0 0.0290
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.