KENSICO CAPITAL MANAGEMENT CORP

Position in APP — AppLovin Corp

CIK 1113000 GREENWICH, CT

Position in APP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,307,131,500

-$794,176,170 QoQ

Shares Held

3,284,250

+5.3% QoQ

Ownership

0.978%

of shares outstanding

% of Portfolio

26.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Communication Services · as of Mar 31, 2026

KENSICO CAPITAL MANAGEMENT CORP holds $1,307,131,500 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	3,284,250	$1,307,131,500

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,307,131,500	3,284,250	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$2,101,307,670	3,118,500	0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,240,766,990	3,118,500	+3.1%	Shares	Sole	2025-11-14
2025-06-30	$1,058,466,880	3,023,500	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$762,848,630	2,879,000	+12.9%	Shares	Sole	2025-05-15
2024-12-31	$826,090,330	2,551,000	0.0%	Shares	Sole	2025-02-14
2024-09-30	$333,033,050	2,551,000	+21.4%	Shares	Sole	2024-11-14
2024-06-30	$174,911,796	2,101,800	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$148,802,234	2,149,700	-1.3%	Shares	Sole	2024-05-15
2023-12-31	$86,821,195	2,178,700	+10.6%	Shares	Sole	2024-02-14
2023-09-30	$78,721,200	1,970,000	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$51,439,416	1,999,200	+22.3%	Shares	Sole	2023-08-14
2023-03-31	$25,743,375	1,634,500	+9.7%	Shares	Sole	2023-05-15
2022-12-31	$15,689,700	1,490,000	-6.9%	Shares	Sole	2023-02-14
2022-09-30	$31,184,000	1,600,000	+54.6%	Shares	Sole	2022-11-14
2022-06-30	$35,645,400	1,035,000	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.