AppLovin Corporation
MX ˙ BMV ˙ US03831W1080
SecurityMX:APP / AppLovin Corporation
InstitutionSteadview Capital Management LLC
Latest Disclosed Ownership89,450 shares
Latest Disclosed Value $ 35,601,100
Steadview Capital Management LLC reports 39.09% decrease in ownership of APP / AppLovin Corporation

On May 1, 2026 - Steadview Capital Management LLC filed a 13F-HR form disclosing ownership of 89,450 shares of AppLovin Corporation (MX:APP) valued at $35,601,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 146,865 shares of AppLovin Corporation. This represents a change in shares of -39.09% 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)
2026-05-01 2026-03-31 13F APPLOVIN COM CL A 03831W108 89,450 -57,415 -39.09 35,601 -64.02 15.7096
2026-02-06 2025-12-31 13F APPLOVIN COM CL A 03831W108 146,865 -18,410 -11.14 98,961 -16.67 18.6336
2025-10-30 2025-09-30 13F APPLOVIN COM CL A 03831W108 165,275 -54,405 -24.77 118,757 54.42 17.0209
2025-08-11 2025-06-30 13F APPLOVIN COM CL A 03831W108 219,680 -7,000 -3.09 76,906 28.04 11.1059
2025-04-30 2025-03-31 13F APPLOVIN COM CL A 03831W108 226,680 -56,870 -20.06 60,063 -34.59 13.0515
2025-02-13 2024-12-31 13F APPLOVIN COM CL A 03831W108 283,550 -103,450 -26.73 91,822 81.74 18.9953
2024-11-13 2024-09-30 13F APPLOVIN COM CL A 03831W108 387,000 60,900 18.68 50,523 86.17 15.5624
2024-08-13 2024-06-30 13F APPLOVIN COM CL A 03831W108 326,100 23,600 7.80 27,138 29.61 9.1075
2024-05-14 2024-03-31 13F APPLOVIN COM CL A 03831W108 302,500 302,500 20,939 6.1874
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.