AppLovin (APP)Coatue Management reduced its stake -119K shares

1.17M

Shares reported · -119K vs prior quarter

1.2%

Disclosed portfolio weight

$603M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of APP — reported range $1,001 - $15,000
2. Jun 16, 2026Insider · 1 personInsiders: 27 sales (~$82.6M)
3. Jul 6, 2026Insider · 1 personInsiders: 9 sales (~$1.6M)
4. Jul 17, 2026CongressDisclosed purchase of APP — reported range $1,001 - $15,000
5. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 18, 2026CongressDisclosed partial sale of APP — reported range $1,001 - $15,000
2. Sep 16, 2026Court · District Court, N.D. CaliforniaSecurities lawsuit filed: Talbot v. AppLovin Corporation

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for AppLovin

For AppLovin, OQRO holds 3 Congress trade reports and 43 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its APP page.

How this filing works

• SEC Form 13F

Other disclosures at AppLovin

• House Clerk periodic transaction reportSep 10, 2026
• House Clerk periodic transaction reportSep 4, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its APP page.