APP
AppLovin Corporation · Technology · Software - Application
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +5.7% ·
netto nieuwe posities -4.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 172 | -1 | 184.45M | $94.70B | +4 | −6 |
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 18.94M | — | $6.63B | 0.1% | n/c | 1 | SEC ↗ ×23 |
| 2 | The Vanguard Group ✦ (passief) | 17.90M | — | $6.27B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 14.39M | — | $5.04B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 4 | Baillie Gifford ✦ | 6.40M | +21.4% | $2.24B | 1.7% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | T. Rowe Price ✦ | 5.67M | -13.9% | $1.99B | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 5.62M | +2.4% | $1.97B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 3.33M | -25.1% | $1.16B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (passief) | 2.72M | +25.2% | $951.54M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | Capital World Investors ✦ | 2.63M | +81.8% | $919.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 2.60M | +818.6% | $909.48M | 0.8% | ▲ Add | 5 | SEC ↗ |
| 11 | Tiger Global Management ✦ | 2.00M | +20.1% | $701.21M | 2.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 1.91M | -19.9% | $668.26M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.87M | +692.6% | $653.16M | 0.7% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Coatue Management ✦ | 1.82M | -13.4% | $635.68M | 1.8% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 1.38M | +57.1% | $483.40M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 16 | Lone Pine Capital ✦ | 1.26M | -20.9% | $441.57M | 3.2% | ▼ Trim | 5 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 978.56K | +283.5% | $342.57M | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Wellington Management ✦ | 425.39K | -61.9% | $148.92M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 19 | PRIMECAP Management ✦ | 407.52K | +3.1% | $142.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Viking Global Investors ✦ | 372.97K | +172.1% | $130.57M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 219.05K | +12.5% | $76.69M | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 22 | Marshall Wace ✦ | 140.54K | Nieuw | $49.20M | 0.1% | New | 1 | SEC ↗ ×3 |
| 23 | Duquesne Family Office ✦ | 89.46K | +122.5% | $31.32M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 80.67K | -0.2% | $28.24M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 25 | Bridgewater Associates ✦ | 7.42K | +15.6% | $2.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Marshall Wace | $49.20M | 0.1% |
Verlaten
| Point72 Asset Management | $35.66M | was 0.1% |
| Two Sigma Investments | $8.40M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,378 houders, 208.59M aandelen, $80.29B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.