AppLovin Corporation
MX ˙ BMV ˙ US03831W1080
SecurityMX:APP / AppLovin Corporation
InstitutionWestover Capital Advisors, LLC
Latest Disclosed Ownership3,689 shares
Latest Disclosed Value $ 1,468,222
Westover Capital Advisors, LLC reports 70.39% increase in ownership of APP / AppLovin Corporation

On May 5, 2026 - Westover Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 3,689 shares of AppLovin Corporation (MX:APP) valued at $1,468,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,165 shares of AppLovin Corporation. This represents a change in shares of 70.39% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F APPLOVIN COM CL A 03831W108 3,689 1,524 70.39 1,468 0.69 0.2702
2026-02-09 2025-12-31 13F APPLOVIN COM CL A 03831W108 2,165 457 26.76 1,459 18.83 0.2655
2025-11-06 2025-09-30 13F APPLOVIN COM CL A 03831W108 1,708 374 28.04 1,227 162.74 0.2270
2025-08-11 2025-06-30 13F APPLOVIN COM CL A 03831W108 1,334 20 1.52 467 34.20 0.0933
2025-05-06 2025-03-31 13F APPLOVIN COM CL A 03831W108 1,314 1,314 348 0.0773
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.