Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,639,899,805
+$332,768,305 QoQ
Shares Held
3,182,850
-3.1% QoQ
Ownership
0.951%
of shares outstanding
% of Portfolio
28.12%
of 13F equity value
Holder Rank
#15
of 1,447 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026KENSICO CAPITAL MANAGEMENT CORP holds $1,639,899,805 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
|
3,182,850 | $1,639,899,805 |
All Filings in APP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,899,805 | 3,182,850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,307,131,500 | 3,284,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,101,307,670 | 3,118,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,240,766,990 | 3,118,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,058,466,880 | 3,023,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $762,848,630 | 2,879,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $826,090,330 | 2,551,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,033,050 | 2,551,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $174,911,796 | 2,101,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $148,802,234 | 2,149,700 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $86,821,195 | 2,178,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $78,721,200 | 1,970,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,439,416 | 1,999,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,743,375 | 1,634,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,689,700 | 1,490,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,184,000 | 1,600,000 | 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. | ||||||