Steve Mandel's APP Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 1.11 M shares of AppLovin Corporation (APP) worth $796.96 M, representing 5.80% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Steve Mandel has maintained this position in APP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 508,815 shares. Largest reduction occurred in Q3 2024, reducing 3.33 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Steve Mandel
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +5.32 M | New Buy | 5.32 M | $69.22 |
| Q2 2024 | +382,767 | Add 7.20% | 5.7 M | $83.22 |
| Q3 2024 | -3.33 M | Reduce 58.44% | 2.37 M | $130.55 |
| Q4 2024 | -1.28 M | Reduce 54.21% | 1.09 M | $323.83 |
| Q1 2025 | +508,815 | Add 46.89% | 1.59 M | $264.97 |
| Q2 2025 | -332,594 | Reduce 20.87% | 1.26 M | $350.08 |
| Q3 2025 | -152,196 | Reduce 12.07% | 1.11 M | $718.54 |
Steve Mandel's AppLovin Corporation Investment FAQs
Steve Mandel first purchased AppLovin Corporation (APP) in Q1 2024, acquiring 5,319,671 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held AppLovin Corporation (APP) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel's largest addition to AppLovin Corporation (APP) was in Q1 2024, adding 5,319,671 shares worth $368.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 1,109,138 shares of AppLovin Corporation (APP), valued at approximately $796.96 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 5.80% of Steve Mandel'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.
Steve Mandel's peak holding in AppLovin Corporation (APP) was 5,702,438 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.