$APP is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.77%, with an average of 0.22% of portfolio. Largest holder: Coatue Management LLC at 1.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
APPLOVIN CORP CLASS A
13F holders
1,384
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,384 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
State Street
—
—
03
Axa S.a.
—
—
04
Solus Alternative Asset Management LP
—
—
05
Parthenon LLC
—
—
06
Litman Gregory Wealth Management LLC
—
—
07
Cannell Capital LLC
—
—
08
Lynch & Associates
—
—
09
ProShare Advisors LLC
—
—
10
Envestnet Asset Management Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
27 holders · Q1 202601
Coatue Management LLC Philippe Laffont
1.77% ↓ 1.9pp
α +34.1pts
02
Anderson Financial Strategies, LLC
0.99% held
α +19.8pts
03
Knightsbridge Asset Management, LLC
0.93% NEW
α +24.2pts
04
Independent Solutions Wealth Management, LLC
0.62% NEW
α +19.1pts
05
Venture Visionary Partners LLC
0.33% NEW
α +10.3pts
06
Impact Partnership Wealth, LLC
0.17% NEW
α +10.3pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.13% ↓ 35.3pp
α +27.5pts
08
Fulton Bank, N.a.
0.12% NEW
α +23.8pts
09
Svb Wealth LLC
0.11% NEW
α +29.6pts
10
Voloridge Investment Management, LLC
0.09% held
α +15.5pts
11
WINTON GROUP Ltd
0.09% held
α +27.0pts
12
Wellington Management Group LLP
0.08% held
α +10.5pts
13
Citigroup Inc.
0.07% held
α +26.3pts
14
LM Advisors LLC
0.06% held
α +15.5pts
15
Nisa Investment Advisors, LLC
0.05% held
α +16.6pts
16
Principal Securities, Inc.
0.04% held
α +21.3pts
17
Erste Asset Management GmbH
0.04% held
α +33.4pts
18
Ionic Capital Management LLC
0.03% held
α +17.9pts
19
Pittenger & Anderson Inc.
0.02% held
α +21.3pts
20
New Age Alpha Advisors, LLC
0.02% held
α +10.8pts
21
Scopia Capital Management LP
0.02% held
α +10.2pts
22
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.02% held
α +13.4pts
23
Fiduciary Alliance LLC
0.01% held
α +16.8pts
24
RiverPark Advisors, LLC
0.01% held
α +21.5pts
25
Quarry LP
0.01% held
α +10.6pts
26
Banco Santander, S.A.
0.00% held
α +12.6pts
27
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
45 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $APP lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $APP — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:14 UTC.