APPLOVIN CORP

Ticker: APP CUSIP: 03831W108 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (182)

Increased Positions (620)

Ratan Capital Management LP
Value ($000) $28,455 (+560.0%) Shares 42,230 (+603.8%)
FengHe Fund Management Pte. Ltd.
Value ($000) $63,346 (+1501.4%) Shares 94,010 (+1607.7%)
GLYNN CAPITAL MANAGEMENT LLC
Value ($000) $9,394 (+118747.7%) Shares 13,941 (+126636.4%)
DRIVE WEALTH MANAGEMENT, LLC
Value ($000) $15,904 (+1670.3%) Shares 23,603 (+1788.2%)
Capital Impact Advisors, LLC
Value ($000) $41,662 (+46.3%) Shares 61,829 (+56.0%)
Broad Bay Capital Management, LP
Value ($000) $67,497 (+50.8%) Shares 100,170 (+60.8%)
Panview Capital Ltd
Value ($000) $63,324 (+16.4%) Shares 93,978 (+24.2%)
Dilation Capital Management LP
Value ($000) $14,974 (+37.4%) Shares 22,222 (+46.6%)
STEADFAST CAPITAL MANAGEMENT LP
Value ($000) $163,892 (+106.8%) Shares 243,228 (+120.5%)
Blue Whale Capital LLP
Value ($000) $70,021 (+58.5%) Shares 103,917 (+69.0%)
SANDS CAPITAL MANAGEMENT, LLC
Value ($000) $986,035 (+34.9%) Shares 1,463,351 (+43.9%)
Integrated Financial Solutions, Inc.
Value ($000) $5,106 (+63.0%) Shares 7,578 (+73.8%)
DEEPWATER ASSET MANAGEMENT, LLC
Value ($000) $16,648 (+19.6%) Shares 24,707 (+27.6%)
PRAKASH INVESTMENT ADVISORS LLC
Value ($000) $9,592 (+9.9%) Shares 14,235 (+17.2%)
Selkirk Management LLC
Value ($000) $24,055 (+11.2%) Shares 35,700 (+18.6%)
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Value ($000) $80,858 (+7.2%) Shares 120,000 (+14.3%)
Zweig-DiMenna Associates LLC
Value ($000) $80,821 (-0.6%) Shares 119,945 (+6.0%)
Range Financial Group LLC
Value ($000) $4,090 (+374.7%) Shares 6,070 (+406.3%)
Smith Group Asset Management, LLC
Value ($000) $62,018 (-0.0%) Shares 92,039 (+6.6%)
SIERRA SUMMIT ADVISORS LLC
Value ($000) $12,456 (+49.6%) Shares 18,486 (+59.6%)

Decreased Positions (482)

Greenstone Partners & Co., LLC
Value ($000) $131,564 (-46.8%) Shares 195,251 (-43.3%)
Metavasi Capital LP
Value ($000) $18,825 (-55.1%) Shares 27,937 (-52.2%)
Science & Technology Partners, L.P.
Value ($000) $30,204 (-38.6%) Shares 44,825 (-34.5%)
WT Asset Management Ltd
Value ($000) $50,806 (-65.8%) Shares 75,400 (-63.5%)
Keenan Capital, LLC
Value ($000) $119,081 (-19.4%) Shares 176,725 (-14.1%)
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Value ($000) $1,212,693 (-18.0%) Shares 1,799,729 (-12.5%)
Proem Advisors LLC
Value ($000) $1,685 (-95.2%) Shares 2,500 (-94.9%)
No Street GP LP
Value ($000) $95,346 (-35.3%) Shares 141,500 (-31.0%)
MANE GLOBAL CAPITAL MANAGEMENT LP
Value ($000) $55,503 (-56.2%) Shares 82,370 (-53.3%)
Totem Point Management, LLC
Value ($000) $1,656 (-68.5%) Shares 2,457 (-66.4%)
Rheos Capital Works Inc.
Value ($000) $3 (-94.7%) Shares 5,000 (-94.3%)
MAPLELANE CAPITAL, LLC
Value ($000) $15,835 (-86.8%) Shares 23,500 (-85.9%)
Spyglass Capital Management LLC
Value ($000) $81,288 (-35.7%) Shares 120,638 (-31.4%)
MGB Wealth Management, LLC
Value ($000) $54,464 (-16.5%) Shares 80,828 (-10.9%)
Freshford Capital Management, LLC
Value ($000) $28,860 (-38.5%) Shares 42,831 (-34.4%)
General Equity Holdings LP
Value ($000) $4,178 (-50.5%) Shares 6,200 (-47.2%)
D1 Capital Partners L.P.
Value ($000) $450,976 (-25.0%) Shares 669,282 (-20.0%)
BERKSHIRE CAPITAL HOLDINGS INC
Value ($000) $11,475 (-42.3%) Shares 17,030 (-38.4%)
LONE PINE CAPITAL LLC
Value ($000) $525,937 (-34.0%) Shares 780,530 (-29.6%)
OGBORNE CAPITAL MANAGEMENT, LLC
Value ($000) $20,215 (-43.7%) Shares 30,000 (-40.0%)

Exited Positions (127)