Cliff Asness's APP Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 114,854 shares of AppLovin Corporation (APP) worth $43.8 M, representing 0.02% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in APP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 2.54 M shares. Largest reduction occurred in Q2 2023, reducing 1.75 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -28,500 | Reduce 19.88% | 114,854 | $381.32 |
| Q4 2025 | -39,137 | Reduce 21.45% | 143,354 | $673.82 |
| Q3 2025 | -36,561 | Reduce 16.69% | 182,491 | $707.59 |
| Q2 2025 | +24,269 | Add 12.46% | 219,052 | $350.08 |
| Q1 2025 | -82,937 | Reduce 29.86% | 194,783 | $251.31 |
| Q4 2024 | -169,417 | Reduce 37.89% | 277,720 | $323.83 |
| Q3 2024 | +195,295 | Add 77.55% | 447,137 | $129.20 |
| Q2 2024 | -493,872 | Reduce 66.23% | 251,842 | $83.22 |
| Q1 2024 | -491,176 | Reduce 39.71% | 745,714 | $69.22 |
| Q4 2023 | +506,412 | Add 69.33% | 1.24 M | $39.85 |
| Q3 2023 | -367,370 | Reduce 33.46% | 730,478 | $39.96 |
| Q2 2023 | -1.75 M | Reduce 61.48% | 1.1 M | $25.73 |
| Q1 2023 | -284,722 | Reduce 9.08% | 2.85 M | $15.19 |
| Q4 2022 | +2.54 M | Add 425.72% | 3.13 M | $10.50 |
| Q3 2022 | +596,316 | New Buy | 596,316 | $19.49 |
Cliff Asness's AppLovin Corporation Investment FAQs
Cliff Asness first purchased AppLovin Corporation (APP) in Q3 2022, acquiring 596,316 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held AppLovin Corporation (APP) for 15 quarters since Q3 2022.
Cliff Asness's largest addition to AppLovin Corporation (APP) was in Q4 2022, adding 3,134,934 shares worth $32.92 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 114,854 shares of AppLovin Corporation (APP), valued at approximately $43.8 M.
As of the Q1 2026 filing, AppLovin Corporation (APP) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in AppLovin Corporation (APP) was 3,134,934 shares, as reported at the end of Q4 2022.