Whale Analyzer
APP Institutional Holders and 13F Ownership
Compare 13 tracked holders of APP, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Baillie Gifford & Co, Capital Research Global Investors, Coatue Management, and Lone Pine Capital.
Continue to the live APP dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford & Co 13F holdings | $3.33B | 6.5M | Reduced | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $981.6M | 1.9M | Reduced | 2026-06-30 |
| Coatue Management 13F holdings | $603.4M | 1.2M | Reduced | 2026-06-30 |
| Lone Pine Capital 13F holdings | $537.0M | 1.0M | Reduced | 2026-06-30 |
| Fundsmith Equity Fund 13F holdings | $358.9M | 696.6K | New | 2026-06-30 |
| D1 Capital Partners 13F holdings | $344.8M | 669.3K | Held | 2026-06-30 |
| National Pension Service 13F holdings | $301.9M | 586.0K | Increased | 2026-06-30 |
| Whale Rock Capital Management 13F holdings | $237.8M | 461.6K | Reduced | 2026-06-30 |
| Dorsey Asset Management 13F holdings | $226.3M | 439.3K | Increased | 2026-06-30 |
| Davis Advisors 13F holdings | $162.7M | 315.5K | Reduced | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $90.3M | 175.3K | Increased | 2026-06-30 |
| Bridgewater Associates 13F holdings | $75.5M | 146.6K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Coatue Management SEC filing (0000919574-26-005478) · report date 2026-06-30
- Lone Pine Capital SEC filing (0000919574-26-005485) · report date 2026-06-30
- Fundsmith Equity Fund SEC filing (0001569205-26-000012) · report date 2026-06-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Whale Rock Capital Management SEC filing (0001172661-26-003733) · report date 2026-06-30
- Dorsey Asset Management SEC filing (0001398344-26-014470) · report date 2026-06-30
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
Tracked-sample concentration
Reported position value for APP is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 45.9% of aggregate reported value in this sample
- Top 5 tracked holders: 80.1% of aggregate reported value in this sample
- Top 10 tracked holders: 97.6% of aggregate reported value in this sample
Whale activity this quarter
Across 13 tracked holders, 6 reduced, 5 increased, 2 held. Net positioning is net selling.
- Baillie Gifford & Co ($3.33B) (▼ 3.4% qoq shares) · modeled avg cost estimate $157.19
- Capital Research Global Investors ($981.6M) (▼ 27.8% qoq shares) · modeled avg cost estimate $279.36
- Coatue Management ($603.4M) (▼ 9.2% qoq shares)
- Lone Pine Capital ($537.0M) (▼ 28.9% qoq shares)
- Fundsmith Equity Fund ($358.9M) · modeled avg cost estimate $391.38
- D1 Capital Partners ($344.8M) (→ 0.0% qoq shares) · modeled avg cost estimate $48.53
- National Pension Service ($301.9M) (▲ 5.0% qoq shares)
- Whale Rock Capital Management ($237.8M) (▼ 33.6% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 5 covered tracked holders is $190.57 versus a current price of $391.22, so APP trades above that estimate (+105.3%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Information Technology
APP sits within the Information Technology sector alongside 181 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live APP dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on APP with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns APP stock?
Whale Analyzer tracks 13 public-disclosure holders of APP with a combined reported value of $7.26B. See the holder table above for the largest tracked positions.
Which top funds are buying APP?
Tracked holders were net selling last quarter — 6 reduced, 5 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked APP sample?
The top five tracked holders account for 80.1% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does APP compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 5 covered tracked holders is $190.57 versus a current price of $391.22 (+105.3%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for APP?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive APP dashboard to explore them, or read our 13F Alpha Signals Guide.