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$APP:NASDAQ · APPLOVIN CORP

Sector: saas

Conviction from: NASDAQS&PCitrini

Tradable on: Bitget →

AppLovin operates a software platform that helps mobile app developers market, monetize, and grow their apps through advertising and analytics technology.

4 tracked filer(s) hold this · 1 opened, 1 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 71 — mean of 4 scored holder(s) · buyers (new/add) avg 94. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Pat Dorsey / Dorsey Asset93New buy316,952$126,146,89610.0%
KENSICO CAPITAL MANAGEMENT CORP (auto-surfaced)94Added +5%3,284,250$1,307,131,50026.7%
Ancora42Trimmed -1%328$130,5440.0%
Louis Bacon / Moore56Trimmed -97%766$304,8680.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

8 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-05-15Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-04-14Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-18Gilbert Cisneros CA31SELL$15,001 - $50,000PTR
2026-03-13Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-02-10Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-02-05Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2025-12-19Gilbert Cisneros CA31BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

15 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$500,001 - $1,000,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentSELL$50,001 - $100,000PTR

Citrini Research coverage report library →

ReportDateStance
#104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality2025-08-18LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.