AppLovin Corporation
MX ˙ BMV ˙ US03831W1080
SecurityMX:APP / AppLovin Corporation
InstitutionTD Waterhouse Canada Inc.
Latest Disclosed Ownership35,817 shares
Latest Disclosed Value $ 13,884,968
TD Waterhouse Canada Inc. reports 107.31% increase in ownership of APP / AppLovin Corporation

On May 12, 2026 - TD Waterhouse Canada Inc. filed a 13F-HR form disclosing ownership of 35,817 shares of AppLovin Corporation (MX:APP) valued at $13,884,968 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,277 shares of AppLovin Corporation. This represents a change in shares of 107.31% 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)
2026-05-12 2026-03-31 13F APPLOVIN COM CL A 03831W108 35,817 18,540 107.31 13,885 19.34 0.0412
2026-01-27 2025-12-31 13F APPLOVIN COM CL A 03831W108 17,277 -3,972 -18.69 11,635 -22.24 0.0724
2025-11-03 2025-09-30 13F APPLOVIN COM CL A 03831W108 21,249 18,744 748.26 14,962 1,674.85 0.0975
2025-08-11 2025-06-30 13F APPLOVIN COM CL A 03831W108 2,505 1,792 251.33 843 319.40 0.0060
2025-05-09 2025-03-31 13F APPLOVIN COM CL A 03831W108 713 -28,300 -97.54 201 -97.86 0.0016
2025-02-13 2024-12-31 13F APPLOVIN COM CL A 03831W108 29,013 17,922 161.59 9,397 549.34 0.0758
2024-11-12 2024-09-30 13F APPLOVIN COM CL A 03831W108 11,091 7,913 248.99 1,448 188.82 0.0118
2024-11-12 2024-06-30 13F/A-1 APPLOVIN COM CL A 03831W108 3,178 3,178 501 0.0045
2023-11-13 2022-12-31 13F APPLOVIN COM CL A 03831W108 0 -20,165 -100.00 0 -100.00
2023-11-13 2022-09-30 13F APPLOVIN COM CL A 03831W108 20,165 600 3.07 412 -39.68 0.0047
2023-11-13 2022-06-30 13F APPLOVIN COM CL A 03831W108 19,565 12,930 194.88 684 93.48 0.0077
2023-11-13 2022-03-31 13F APPLOVIN COM CL A 03831W108 6,635 335 5.32 353 -36.62 0.0034
2023-11-13 2021-12-31 13F APPLOVIN COM CL A 03831W108 6,300 6,300 558 0.0054
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.