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Coatue Management's AppLovin Corporation (APP) position

Yes: as of Q1 2026, Coatue Management holds 1.3M shares of APP worth $496M (1.8% of the disclosed portfolio). Last quarter the position was reduced by 41.0%. First disclosed Q4 2022.
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Current value
$496M
Shares held
1.3M
% of portfolio
1.8%
Est. average buy price (i)
$294.50
est. since Q4 2024
Quarter-end price
$384.51

Estimated trade prices

Average price in quarters with purchases
$113.96
Average prices in quarters with sales
  • Q1 2026: $483.43 (896K shares sold)
  • Q4 2025: $629.39 (82K shares sold)
  • Q2 2025: $324.17 (280K shares sold)
  • Q1 2025: $344.61 (202K shares sold)
  • Q3 2024: $91.24 (295K shares sold)

APP price vs Management's position

1Y 3Y 5Y MAX
Dates
$200$400$600$8002026Added 452K shares (24.9%) · Q3 2025. Average closing price $461.33 · Price range $335.10–$718.54452KsharespurchasedSold 82K shares (3.6%) · Q4 2025. Average closing price $629.39 · Price range $497.77–$733.6082KsharessoldSold 896K shares (41.0%) · Q1 2026. Average closing price $483.43 · Price range $367.34–$660.20896Ksharessold← Earlier —3 purchases, 3 sells
Average closing price · filing quarter
$483.43
Price range · filing quarter
$367.34 – $660.20
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −896K −$433M −41.0% 1.3M May 15, 2026
Q4 2025 Reduced −82K −$52M −3.6% 2.2M May 15, 2026
Q3 2025 Added +452K +$209M +24.9% 2.3M Nov 14, 2025
Q2 2025 Reduced −280K −$91M −13.4% 1.8M Aug 14, 2025
Q1 2025 Reduced −202K −$70M −8.8% 2.1M May 15, 2025
Q4 2024 First covered – – – 2.3M Feb 14, 2025
Q3 2024 Reduced −295K −$27M −12.9% 2.0M Nov 14, 2024
Q2 2024 Added +1.1M +$88M +98.4% 2.3M Aug 14, 2024
No change · Q2 2023–Q1 2024 (4 quarters)
No change – – – 1.2M –
Q1 2023 Added +788K +$10M +216.0% 1.2M May 15, 2023
Q4 2022 New +365K +$5.4M – 365K Feb 14, 2023
Data through Q1 2026 · filed May 15, 2026
11 grouped rows from 14 quarters

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Common questions

Does Coatue Management own APP?

Yes. As of Q1 2026, Coatue Management disclosed 1.3M shares of APP, worth $496M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy APP?

Coatue Management first disclosed a APP position in Q4 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell APP?

The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in APP. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of APP does Coatue Management own?

Coatue Management disclosed 1.3M shares of APP as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for APP?

Coatue Management began building the APP position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.