Kensico Capital Management Corp App Lovin Corp Transaction History

Kensico Capital Management Corp

$6.37 Billion
Q3 2025

A detailed history of Kensico Capital Management Corp transactions in App Lovin Corp stock. As of the latest transaction made, Kensico Capital Management Corp holds 3,118,500 shares of APP stock, worth $1.74 Billion. This represents 35.16% of its overall portfolio holdings.

Number of Shares

3,118,500

Previous 3,023,500 3.14%

Holding current value

$1.74 Billion

Previous $1.06 Billion 111.7%

% of portfolio

35.16%

Previous 20.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$335.1 - $718.54 $31.8 Million - $68.3 Million	95,000 Added 3.14%	3,118,500 $2.24 Billion
Q2 2025 Aug 14, 2025	BUY	$219.37 - $417.89 $31.7 Million - $60.4 Million	144,500 Added 5.02%	3,023,500 $1.06 Billion
Q1 2025 May 15, 2025	BUY	$238.08 - $510.13 $78.1 Million - $167 Million	328,000 Added 12.86%	2,879,000 $763 Million
Q3 2024 Nov 14, 2024	BUY	$67.14 - $130.65 $30.2 Million - $58.7 Million	449,200 Added 21.37%	2,551,000 $333 Million
Q2 2024 Aug 14, 2024	SELL	$66.8 - $86.43 $3.2 Million - $4.14 Million	-47,900 Reduced 2.23%	2,101,800 $175 Million

Q1 2024 May 15, 2024	SELL	$38.11 - $72.6 $1.11 Million - $2.11 Million	-29,000 Reduced 1.33%	2,149,700 $149 Million
Q4 2023 Feb 14, 2024	BUY	$36.15 - $43.79 $7.54 Million - $9.14 Million	208,700 Added 10.59%	2,178,700 $86.8 Million
Q3 2023 Nov 14, 2023	SELL	$25.55 - $44.01 $746,060 - $1.29 Million	-29,200 Reduced 1.46%	1,970,000 $78.7 Million
Q2 2023 Aug 14, 2023	BUY	$15.44 - $26.04 $5.63 Million - $9.5 Million	364,700 Added 22.31%	1,999,200 $51.4 Million
Q1 2023 May 15, 2023	BUY	$9.72 - $16.87 $1.4 Million - $2.44 Million	144,500 Added 9.7%	1,634,500 $25.7 Million
Q4 2022 Feb 14, 2023	SELL	$9.3 - $21.24 $1.02 Million - $2.34 Million	-110,000 Reduced 6.88%	1,490,000 $15.7 Million
Q3 2022 Nov 14, 2022	BUY	$19.49 - $40.46 $11 Million - $22.9 Million	565,000 Added 54.59%	1,600,000 $31.2 Million
Q2 2022 Aug 15, 2022	BUY	$27.28 - $57.78 $28.2 Million - $59.8 Million	1,035,000 New	1,035,000 $35.6 Million

Others Institutions Holding APP

# of Institutions

1,602

Shares Held

219M

Call Options Held

21.9M

Put Options Held

13.4M

View Full List

About AppLovin Corp

Ticker APP
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 291,939,008
Market Cap $163B
Description
AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions...

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Kensico Capital Management Corp App Lovin Corp Transaction History