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APP
Applovin Corp-class A
5 super-investor ownerscombined $1.29Blargest position 10.0%
1 NEW1 ADD1 TRIM1 EXIT
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 3
Peak: 4
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.6% | 9q | $583M | 1,464,923 |
| 2 | Chase Coleman | 1.7% | 10q | $398M | 1,000,000 |
| 3 | Christopher Davis | 0.6% | 5q | $134M | 335,810 |
| 4 | Pat Dorsey | 10.0% | 2q | $126M | 316,952 |
| 5 | Joel Greenblatt | <0.1% | 20q | $53M | 133,261 |
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 1.7% | -23% | $398M | May 15, 2026 |
| Henry Ellenbogen | EXIT | 1.0% | -100% | $0 | May 15, 2026 |
| Pat Dorsey | NEW | 10.0% | +100% | $126M | May 15, 2026 |
| Stephen Mandel | ADD | 4.6% | +88% | $583M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 03831W108. Not investment advice.