Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$583,039,354
+$57,102,630 QoQ
Shares Held
1,464,923
+87.7% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Jun 30, 2025CallValue
$110,485,248
CallShares
315,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026LONE PINE CAPITAL LLC holds $583,039,354 across 1 Advertising Agencies name. APP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
1,464,923 | $583,039,354 |
All Filings in APP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,039,354 | 1,464,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $525,936,724 | 780,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $796,960,018 | 1,109,138 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $110,485,248 | 315,600 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $441,567,806 | 1,261,334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $422,343,102 | 1,593,928 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $83,624,532 | 315,600 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $351,392,142 | 1,085,113 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,386,006 | 2,369,866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $474,556,890 | 5,702,438 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $368,227,626 | 5,319,671 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||