APP
AppLovin Corporation · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +15.0% ·
flujo de acciones +1.1% ·
nuevas posiciones netas +13.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | -1 | 185.79M | $95.38B | +4 | −4 |
| Q1 2026 | 177 | +2 | 181.76M | $72.61B | +6 | −5 |
| Q4 2025 | 174 | 0 | 200.23M | $132.22B | +2 | −1 |
| Q3 2025 | 27 | 0 | 130.12M | $93.48B | +2 | −3 |
| Q2 2025 | 25 | -1 | 93.15M | $32.61B | +1 | −2 |
| Q1 2025 | 23 | +3 | 36.93M | $9.78B | +3 | — |
| Q4 2024 | 20 | +3 | 36.52M | $11.83B | +3 | — |
| Q3 2024 | 16 | +1 | 20.38M | $2.66B | +1 | — |
| Q2 2024 | 15 | — | 20.35M | $1.69B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.59M | +36.7% | $1.75B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 6.59M | +36.7% | $1.75B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 5.48M | +1.6% | $1.45B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 5.27M | +29.0% | $1.40B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 5.27M | +29.0% | $1.40B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 5.27M | +29.0% | $1.40B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 5.27M | +29.0% | $1.40B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 4.45M | -1.6% | $1.18B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 4.45M | -1.6% | $1.18B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 2.38M | -17.6% | $631.70M | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 2.17M | -15.1% | $575.02M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Coatue Management ✦ | 2.10M | -8.8% | $555.42M | 2.4% | ▼ Trim | 4 | SEC ↗ |
| 13 | Coatue Management ✦ | 2.10M | -8.8% | $555.42M | 2.4% | ▼ Trim | 4 | SEC ↗ |
| 14 | Coatue Management ✦ | 2.10M | -8.8% | $555.42M | 2.4% | ▼ Trim | 4 | SEC ↗ |
| 15 | Tiger Global Management ✦ | 1.67M | Nuevo | $442.03M | 1.7% | New | 1 | SEC ↗ |
| 16 | Lone Pine Capital ✦ | 1.59M | +46.9% | $422.34M | 3.7% | ▲ Add | 4 | SEC ↗ |
| 17 | Capital World Investors ✦ | 1.44M | +11.0% | $382.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.12M | -15.1% | $295.45M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.12M | -15.1% | $295.45M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.12M | -15.1% | $295.45M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.12M | -15.1% | $295.45M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 879.20K | +68.3% | $232.96M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 23 | PRIMECAP Management ✦ | 395.10K | +13.5% | $104.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Millennium Management ✦ | 282.81K | -81.4% | $74.94M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 255.17K | -70.0% | $67.61M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 255.17K | -70.0% | $67.61M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 235.39K | -83.7% | $62.37M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 235.39K | -83.7% | $62.37M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 194.78K | -29.9% | $48.95M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 194.78K | -29.9% | $48.95M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 194.78K | -29.9% | $48.95M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 194.78K | -29.9% | $48.95M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 194.78K | -29.9% | $48.95M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 34 | Viking Global Investors ✦ | 137.09K | -8.0% | $36.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 134.58K | Nuevo | $35.66M | 0.1% | New | 1 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 80.80K | +3.5% | $21.41M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 37 | Duquesne Family Office ✦ | 40.20K | Nuevo | $10.65M | 0.4% | New | 1 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 31.70K | -94.5% | $8.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Bridgewater Associates ✦ | 6.42K | -98.7% | $1.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Tiger Global Management | $442.03M | 1.7% |
| Point72 Asset Management | $35.66M | 0.1% |
| Duquesne Family Office | $10.65M | 0.4% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 87.60K acciones, $34,864 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.