SEC 13F Intelligence

Whale Rock Capital Management LLC / APP

Whale Rock Capital Management LLC’s Applovin Corp Position

Does Whale Rock Capital Management LLC own Applovin Corp (APP)? Yes — 695.5K shares worth $277M (+3.58% of its 13F portfolio) as of Q1 2026, down from 808.4K shares the prior filed quarter.

Position Value
$277M
Q1 2026
Shares
695.5K
% of Portfolio
+3.58%
Quarters Held
9
currently held

Position History APP

Reported value by quarter
Q1 ’24: $195MQ1 ’24Q2 ’24: $267MQ3 ’24: $387MQ3 ’24Q4 ’24: $582MQ1 ’25: $487MQ1 ’25Q2 ’25: $429MQ3 ’25: $698MQ3 ’25Q4 ’25: $545MQ1 ’26: $277MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026695.5K$277M+3.58%
Q4 2025808.4K$545M+6.97%
Q3 2025971.4K$698M+8.22%
Q2 20251.22M$429M+5.95%
Q1 20251.84M$487M+8.46%
Q4 20241.80M$582M+6.89%
Q3 20242.97M$387M+5.43%
Q2 20243.21M$267M+3.79%
Q1 20242.82M$195M+2.90%

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