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Form 13F security

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APP · AppLovin

Class COM CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
BAILLIE GIFFORD & CO2026-06-30$3,334M3.0%SH 6,471,615—
COATUE MANAGEMENT LLC2026-06-30$603M1.2%SH 1,171,189—
LONE PINE CAPITAL LLC2026-06-30$537M3.3%SH 1,042,268—
Fundsmith LLP2026-06-30$359M2.6%SH 696,568—
Davis Selected Advisers2026-06-30$163M0.7%SH 315,539—
FUNDSMITH INVESTMENT SERVICES LTD.2026-06-30$121M2.7%SH 233,921—
Bridgewater Associates, LP2026-06-30$76M0.3%SH 146,602—
Fisher Asset Management, LLC — Ken Fisher2026-06-30<$1M<0.1%SH 815—

Total $5,193M across 8 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$99M0.1%SH 191,700[PUT]

Total $99M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$35M<0.1%SH 68,600[CALL]

Total $35M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

BAILLIE GIFFORD & CO — Combined report.

COATUE MANAGEMENT LLC — Combined report.

Filed rows (14) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
BAILLIE GIFFORD & COCOM CL A—$1,785M1.6%SH 3,464,5690001088875-26-000057
BAILLIE GIFFORD & COCOM CL A—$1,044M0.9%SH 2,025,3310001088875-26-000057
LONE PINE CAPITAL LLCCOM CL A—$537M3.3%SH 1,042,2680000919574-26-005485
COATUE MANAGEMENT LLCCOM CL A—$379M0.8%SH 736,0800000919574-26-005478
Fundsmith LLPCOM CL A—$359M2.6%SH 696,5680001569205-26-000012
BAILLIE GIFFORD & COCOM CL A—$297M0.3%SH 577,3120001088875-26-000057
COATUE MANAGEMENT LLCCOM CL A—$224M0.5%SH 435,1090000919574-26-005478
BAILLIE GIFFORD & COCOM CL A—$208M0.2%SH 404,4030001088875-26-000057
Davis Selected AdvisersCommon Stock—$163M0.7%SH 315,5390001036325-26-000020
FUNDSMITH INVESTMENT SERVICES LTD.COM CL A—$121M2.7%SH 233,9210001868537-26-000007
Point72 Asset Management, L.P.COM CL A[PUT]$99M0.1%SH 191,7000000919574-26-005520
Bridgewater Associates, LPCOM CL A—$76M0.3%SH 146,6020001350694-26-000003
Point72 Asset Management, L.P.COM CL A[CALL]$35M<0.1%SH 68,6000000919574-26-005520
Fisher Asset Management, LLCCOM—<$1M<0.1%SH 8150000850529-26-000006

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Bridgewater Associates, LP, FUNDSMITH INVESTMENT SERVICES LTD., Fundsmith LLP.

No longer reported by TIGER GLOBAL MANAGEMENT LLC.

Changes appear only where the prior quarter's validated report exists.