APP · CUSIP 03831W108
AppLovin Corp., Class A
Reported by 4 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 4
- Average portfolio weight
- 5.3%
- Combined reported value
- $1.3B
- Research group
- 79
4 of the 79 superinvestors Shameless Cloning tracks reported AppLovin Corp., Class A (APP) in their Q2 2026 13F filings, worth $1.3B combined, at an average 5.3% of their portfolios. The largest positions by portfolio weight belong to Pat Dorsey (14.5%), Stephen Mandel (3.3%), Terry Smith (2.6%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Pat DorseyDorsey Asset Management, LLC | 14.5% | $226.3M |
| Stephen MandelLONE PINE CAPITAL LLC | 3.3% | $537.0M |
| Terry SmithFundsmith LLP | 2.6% | $358.9M |
| Christopher DavisDavis Selected Advisers | 0.7% | $162.7M |