SEC 13F Intelligence

Discovery Capital Management, LLC / Ct / APP

Discovery Capital Management, LLC / Ct’s Applovin Corp Position

Does Discovery Capital Management, LLC / Ct own Applovin Corp (APP)? Yes — 50.6K shares worth $20M (+1.05% of its 13F portfolio) as of Q1 2026, up from 37.2K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
50.6K
% of Portfolio
+1.05%
Quarters Held
9
currently held

Position History APP

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $19MQ3 ’24: $32MQ3 ’24Q4 ’24: $13MQ1 ’25: $8MQ1 ’25Q2 ’25: $10MQ3 ’25: $22MQ3 ’25Q4 ’25: $25MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.6K$20M+1.05%
Q4 202537.2K$25M+1.36%
Q3 202530.3K$22M+1.20%
Q2 202527.7K$10M+0.76%
Q1 202529.0K$8M+0.92%
Q4 202440.7K$13M+0.89%
Q3 2024243.2K$32M+3.87%
Q2 2024230.5K$19M+2.46%
Q1 202472.5K$5M+0.66%

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