4 tracked superinvestors hold APPLOVIN CORP (APP), worth $2.2B combined, led by Steve Wymer. Smart money is holding APP as of the latest 13F filings.
Current price
$320.56
-35.9%
1Y
AppLovin Corporation provides a specialized software platform focused on empowering mobile application developers to enhance the marketing and revenue generation of their products. With operations spanning the United States and international markets, the company assists mobile app developers worldwide. Among its core software offerings is AppDiscovery, a marketing solution that intelligently…
Market cap
$154.7B
P/E
45.73
Div yield
0.0%
Revenue YoY
70.0%
Analyst target
$539
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.2B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
0
2 buying · 2 selling
Smart money is holding APP steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
APPLOVIN CORP (APP) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 1 other tracked funds, for $2.2B of combined disclosed exposure.
The largest position belongs to Steve Wymer at 0.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Terry Smith), with 1 adding and 2 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.9% | $890M | |
| Trimmed | 1.2% | $603M | |
| Trimmed | 3.3% | $537M | |
| New buy | 2.7% | $121M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $37M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Shikin Vasily | associated, still within 90 window | 117,598 | $36M | 2026-08-21 |
| Webb Maynard G Jr | Director | 3,076 | $2M | 2026-07-06 |
Which superinvestors own APP?
4 tracked funds hold APPLOVIN CORP (APP), the largest being Steve Wymer (Fidelity Growth Company) at 0.9% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling APP?
In the most recent 13F quarter, 2 tracked funds added or opened APP and 2 trimmed it, including 1 brand-new position.
How much APP do tracked funds hold?
Combined disclosed long exposure to APP across tracked superinvestors is $2.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.