APPLOVIN CORP-CLASS A · CUSIP 03831W108 · CIK 1061186
As of 2026-06-30, WCM INVESTMENT MANAGEMENT, LLC reported 3.71M APP (shares), valued at $1.85B, or 3.35% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 25.84%; reported value decreased 0.59%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.35% | 3,709,328 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 4.25% | 5,001,600 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 6.79% | 4,756,310 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 7.32% | 4,942,079 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 4.46% | 5,859,423 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 4.50% | 6,425,507 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 5.46% | 6,927,558 | SEC filing ↗Filed Jan 28, 2025Amended |
| Q3 2024 | 3.13% | 10,820,409 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 1.92% | 9,791,400 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.18% | 7,187,062 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 1.18% | 7,187,062 | $497.49M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 1.92% | 9,791,400 | $813.86M | Shares increased 36.24%; reported value increased 63.59%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 3.13% | 10,820,409 | $1.38B | Shares increased 10.51%; reported value increased 69.85%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 5.46% | 6,927,558 | $2.32B | Shares decreased 35.98%; reported value increased 68.08%, and weight changed +2.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.50% | 6,425,507 | $1.75B | Shares decreased 7.25%; reported value decreased 24.67%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 4.46% | 5,859,423 | $1.96B | Shares decreased 8.81%; reported value increased 11.75%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 7.32% | 4,942,079 | $3.52B | Shares decreased 15.66%; reported value increased 80.01%, and weight changed +2.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 6.79% | 4,756,310 | $3.30B | Shares decreased 3.76%; reported value decreased 6.28%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 4.25% | 5,001,600 | $1.86B | Shares increased 5.16%; reported value decreased 43.60%, and weight changed -2.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 3.35% | 3,709,328 | $1.85B | Shares decreased 25.84%; reported value decreased 0.59%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.