AppLovin Corporation
MX ˙ BMV ˙ US03831W1080
SecurityMX:APP / AppLovin Corporation
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership77,348 shares
Latest Disclosed Value $ 30,784,504
Panagora Asset Management Inc reports 1.87% increase in ownership of APP / AppLovin Corporation

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 77,348 shares of AppLovin Corporation (MX:APP) valued at $30,784,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,930 shares of AppLovin Corporation. This represents a change in shares of 1.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPLOVIN COM CL A 03831W108 77,348 1,418 1.87 30,785 -39.83 0.1153
2026-02-13 2025-12-31 13F APPLOVIN COM CL A 03831W108 75,930 -68,048 -47.26 51,163 -50.54 0.1813
2025-11-13 2025-09-30 13F APPLOVIN COM CL A 03831W108 143,978 74,787 108.09 103,454 327.10 0.4168
2025-08-13 2025-06-30 13F APPLOVIN COM CL A 03831W108 69,191 6,707 10.73 24,222 46.30 0.1092
2025-05-15 2025-03-31 13F APPLOVIN COM CL A 03831W108 62,484 34,513 123.39 16,556 82.80 0.0827
2025-02-13 2024-12-31 13F APPLOVIN COM CL A 03831W108 27,971 27,971 9,058 0.0419
2023-02-13 2022-12-31 13F APPLOVIN COM CL A 03831W108 0 -10,834 -100.00 0 -100.00
2022-11-14 2022-09-30 13F APPLOVIN COM CL A 03831W108 10,834 10,834 211 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.