Spruce House Investment Management LLC / APP
Spruce House Investment Management LLC’s Applovin Corp Position
Does Spruce House Investment Management LLC own Applovin Corp (APP)? Yes — 1.79M shares worth $712M (+25.44% of its 13F portfolio) as of Q1 2026, down from 1.80M shares the prior filed quarter.
Position Value
$712M
Q1 2026
Shares
1.79M
% of Portfolio
+25.44%
Quarters Held
20
currently held
Position History APP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.79M | $712M | +25.44% |
| Q4 2025 | 1.80M | $1.2B | +35.17% |
| Q3 2025 | 2.06M | $1.5B | +38.18% |
| Q2 2025 | 2.06M | $720M | +26.57% |
| Q1 2025 | 2.06M | $545M | +28.30% |
| Q4 2024 | 3.11M | $1.0B | +36.98% |
| Q3 2024 | 3.60M | $470M | +23.04% |
| Q2 2024 | 3.60M | $300M | +19.73% |
| Q1 2024 | 5.00M | $346M | +24.89% |
| Q4 2023 | 5.00M | $199M | +15.66% |
| Q3 2023 | 5.00M | $200M | +17.76% |
| Q2 2023 | 5.00M | $129M | +14.70% |
| Q1 2023 | 5.00M | $79M | +15.41% |
| Q4 2022 | 5.00M | $53M | +13.96% |
| Q3 2022 | 3.74M | $73M | +13.14% |
| Q2 2022 | 3.74M | $129M | +18.60% |
| Q1 2022 | 5.64M | $311M | +17.97% |
| Q4 2021 | 5.00M | $471M | +14.78% |
| Q3 2021 | 5.00M | $362M | +9.37% |
| Q2 2021 | 2.80M | $210M | +5.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spruce House Investment Management LLC’s full portfolio or all institutional holders of APP.