Frank Sands's APP Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 1.0M shares of AppLovin Corporation (APP) worth $730.73 M, representing 2.02% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Frank Sands has maintained this position in APP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 1.2M shares. Largest reduction occurred in Q2 2025, reducing 1.2M shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Frank Sands
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +826,394 | New Buy | 826,394 | $323.83 |
| Q1 2025 | +1.23 M | Add 149.06% | 2.06 M | $264.97 |
| Q2 2025 | -1.24 M | Reduce 60.29% | 817,346 | $350.08 |
| Q3 2025 | +199,613 | Add 24.42% | 1.02 M | $718.54 |
Frank Sands's AppLovin Corporation Investment FAQs
Frank Sands first purchased AppLovin Corporation (APP) in Q4 2024, acquiring 826,394 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held AppLovin Corporation (APP) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's largest addition to AppLovin Corporation (APP) was in Q1 2025, adding 2,058,193 shares worth $545.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 1,016,959 shares of AppLovin Corporation (APP), valued at approximately $730.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AppLovin Corporation (APP) represents approximately 2.02% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's peak holding in AppLovin Corporation (APP) was 2,058,193 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.