Coatue Management reduced position in APPLOVIN CORP

Coatue Management decreased its stake in AppLovin Corp, reducing its disclosed market value from $959.4M to $513.4M as of March 31, 2026.

Action

decreased

Capital

$513.4M current disclosed value

Narrative

Quarterly smart-money position changes

Institutional 13F Signals1 evidence source

Why it matters

This reduction may indicate a shift in Coatue's investment strategy or concerns about AppLovin's future performance, impacting market perceptions and investor sentiment.

Evidence

Coatue Management 13F-HR filing for 2026-03-31

Filed 2026-05-15T20:31:03.000Z · Period end 2026-03-31 · 0000919574-26-003501

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