SEC 13F Intelligence

Sands Capital Management, LLC / APP

Sands Capital Management, LLC’s Applovin Corp Position

Does Sands Capital Management, LLC own Applovin Corp (APP)? Yes — 971.6K shares worth $387M (+1.52% of its 13F portfolio) as of Q1 2026, down from 1.46M shares the prior filed quarter.

Position Value
$387M
Q1 2026
Shares
971.6K
% of Portfolio
+1.52%
Quarters Held
6
currently held

Position History APP

Reported value by quarter
Q4 ’24: $268MQ4 ’24Q1 ’25: $545MQ1 ’25Q2 ’25: $286MQ2 ’25Q3 ’25: $731MQ3 ’25Q4 ’25: $986MQ4 ’25Q1 ’26: $387MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026971.6K$387M+1.52%
Q4 20251.46M$986M+3.00%
Q3 20251.02M$731M+2.02%
Q2 2025817.3K$286M+0.82%
Q1 20252.06M$545M+1.86%
Q4 2024826.4K$268M+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sands Capital Management, LLC’s full portfolio or all institutional holders of APP.