Applovin Corp (APP) is gone from Chase Coleman III's Tiger Global Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 1M shares worth about $398M, or 1.74% of the reported book. APP had been in the portfolio for about 1 year, since the quarter ended March 31, 2025.
What did the 2026 Q2 filing report for APP?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1M | 0 |
| Reported value | $398M | $0 |
| Portfolio weight | 1.74% | 0% |
| Held since | 2025 Q1 | sold out in 2026 Q2 |
| Quarters held | 5 |
What did Chase Coleman III sell?
Chase Coleman III sold 1M shares of APP between the quarter ended March 31, 2026 and June 30, 2026. The APP exit was the 4th largest of the quarter's 51 position changes by percent change to portfolio.
Where does APP sit in the Chase Coleman III portfolio?
Before the sale, APP carried 1.74% of the Chase Coleman III portfolio, about the fund's average stock position of 2%. The largest stock position is TSM at 9.72%. Next come AMZN at 9.62% and NVDA at 9.34%. The three largest stocks together are 28.69% of the book. Across the 2026 Q2 portfolio, Chase Coleman III reported 46 stock positions, with 9 opened and 16 closed. The total portfolio value is about $24B, up 5% from the prior quarter.
How long has Chase Coleman III held APP?
Chase Coleman III held APP for about 1 year, from the quarter ended March 31, 2025 to March 31, 2026. The fund sold out of the name in 2023 Q1 and came back in 2025 Q1. The weight peaked at 4.45% in 2025 Q3. Last quarter the fund had already cut the position by 23%, so the exit finishes a two-quarter unwind. Every reported trade is on the Chase Coleman III APP trade history page.
Did other funds buy or sell APP in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 still hold APP. Meanwhile one opened it. The largest buyers of APP this quarter were Terry Smith and Pat Dorsey. The largest seller was Stephen Mandel. Every tracked holder of APP is on the APP ownership page.
FAQ
How many APP shares did Chase Coleman III sell?
Chase Coleman III sold all 1M shares of APP it reported a quarter earlier, worth about $398M.
When did Chase Coleman III first buy APP?
Chase Coleman III first reported APP in the quarter ended June 30, 2021.
How much of the Chase Coleman III portfolio was APP?
APP was 1.74% of the Chase Coleman III portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell APP in 2026 Q2?
No other tracked fund sold out of APP in 2026 Q2, but 1 trimmed it; 3 still hold it.