Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$513,423,184
-$959,376,856 QoQ
Shares Held
1,290,008
-41.0% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026COATUE MANAGEMENT LLC holds $544,896,233 across 2 Advertising Agencies names. APP ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
1,290,008 | $513,423,184 | |
| 2 | TTD |
Trade Desk, Inc.
|
1,387,089 | $31,473,049 |
All Filings in APP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,423,184 | 1,290,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,472,800,040 | 2,185,747 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,629,544,529 | 2,267,855 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $635,680,514 | 1,815,815 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $555,417,924 | 2,096,154 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $744,141,259 | 2,297,938 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $260,263,956 | 1,993,596 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $190,440,896 | 2,288,403 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $79,839,732 | 1,153,420 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $45,963,787 | 1,153,420 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $46,090,663 | 1,153,420 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,677,496 | 1,153,420 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,166,365 | 1,153,420 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,843,955 | 365,048 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||