Form 13-F position report

APPLOVIN CORP COM CL A (DE)

Reported by FRED ALGER MANAGEMENT LLC

Company profile Manager portfolio Source filing
APP CUSIP 03831W108 Manager CIK 0000003520
Latest reported change

Reported 1,891,942 shares, down 435,702 (18.7%) from the prior quarter.

Reported value 66.8%; share count -18.7% vs. the prior quarter.

Reduced
% of reported 13F value 5.29% This manager · Q3 2025
Shares 1,891,942 Quarter-end amount reported
Reported value $1,359,436,005 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 1,294,110 +121,070 (10.3%) 2.22% $666,764,295 2026-08-14
Q1 2026 Reduced 1,173,040 -499,354 (-29.9%) 2.05% $466,869,920 2026-05-15
Q4 2025 Reduced 1,672,394 -219,548 (-11.6%) 4.42% $1,126,892,525 2026-02-17
Q3 2025 Reduced 1,891,942 -435,702 (-18.7%) 5.29% $1,359,436,005 2025-11-14
Q2 2025 Reduced 2,327,644 -506,148 (-17.9%) 3.65% $814,861,612 2025-08-14
Q1 2025 Added 2,833,792 +303,063 (12.0%) 4.28% $750,869,866 2025-05-16
Q4 2024 Reduced 2,530,729 -1,008,738 (-28.5%) 3.9% $819,525,972 2025-02-14
Q3 2024 Added 3,539,467 +46,854 (1.3%) 2.24% $462,077,417 2024-11-14
Q2 2024 New 3,492,613 +3,492,613 (0.0%) 1.41% $290,655,254 2024-08-14
Institutional context

Who else reported the position

1584 managers reported APPLOVIN CORP COM CL A (DE) for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 24,954,458 +7,051,663 0.27% $17,930,776,253 18 qtrs
BlackRock Inc Added 24,929,835 +5,989,081 0.31% $17,913,083,543 5 qtrs
IEQ CAPITAL LLC Added 15,779,921 +15,724,631 34.42% $11,338,504,512 12 qtrs
FMR LLC Reduced 13,706,444 -681,575 0.51% $9,848,628,520 18 qtrs
STATE STREET CORPORATION Added 11,852,466 +6,237,051 0.3% $8,516,470,920 18 qtrs
JPMorgan Chase & Co Added 7,682,976 +2,933,933 0.33% $5,520,527,066 18 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,718,998 +3,386,990 0.31% $4,813,816,907 18 qtrs
BAILLIE GIFFORD & CO Reduced 6,245,960 -154,269 3.32% $4,487,972,099 5 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 5,877,386 +204,864 0.45% $4,223,138,000 17 qtrs
MORGAN STANLEY Reduced 5,022,840 -141,218 0.22% $3,609,113,202 18 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 14, 2025
Filing type
13F-HR
Position type
Equity

Voting authority reported

Sole
1,807,821
Shared
0
None
84,121

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.