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Spyglass Capital Management LLC

Position in APP — AppLovin Corp

CIK 1654344 San Francisco, CA

Position in APP

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$98,423,356
+$32,133,670 QoQ
Shares Held
191,028
+14.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
#113
of 1,446 holders
Holding Since
Sep 2021
20 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, 2026

Spyglass Capital Management LLC holds $98,423,356 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
191,028 $98,423,356

All Filings in APP

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $98,423,356 191,028
2026-03-31 $66,289,686 166,557
2025-12-31 $81,288,297 120,638
2025-09-30 $126,403,401 175,917
2025-06-30 $89,335,864 255,187
2025-03-31 $80,080,293 302,224
2024-12-31 $102,026,203 315,061
2024-09-30 $106,804,129 818,109
2024-06-30 $87,234,449 1,048,239
2024-03-31 $100,689,073 1,454,624
2023-12-31 $60,327,839 1,513,873
2023-09-30 $75,206,638 1,882,048
2023-06-30 $62,872,978 2,443,567
2023-03-31 $41,752,730 2,650,967
2022-12-31 $29,222,666 2,775,182
2022-09-30 $60,891,457 3,124,241
2022-06-30 $112,769,888 3,274,387
2022-03-31 $166,756,035 3,028,074
2021-12-31 $205,857,618 2,183,934
2021-09-30 $139,011,407 1,920,843