Whale Analyzer
APP Institutional Holders and 13F Ownership
Compare 9 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. Baillie Gifford is the largest reported holder at $3.33B; the top five funds control 90.4% of reported ownership; institutions were net selling last quarter (3 increased, 4 reduced); the stock trades above the aggregate whale cost basis of $169.03. Top tracked holders include Baillie Gifford, Philippe Laffont, Stephen Mandel, and Terry Smith.
Continue to the live APP dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $3.33B | 6.5M | Reduced | 2026-06-30 |
| Philippe Laffont 13F portfolio Coatue Management holdings | $603.4M | 1.2M | Reduced | 2026-06-30 |
| Stephen Mandel 13F portfolio Lone Pine Capital holdings | $537.0M | 1.0M | Reduced | 2026-06-30 |
| Terry Smith 13F portfolio Fundsmith Equity Fund holdings | $358.9M | 696.6K | New | 2026-06-30 |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $344.8M | 669.3K | Held | 2026-06-30 |
| Whale Rock Capital 13F portfolio Whale Rock Capital Management holdings | $237.8M | 461.6K | Reduced | 2026-06-30 |
| Dorsey Asset Management 13F portfolio Dorsey Asset Management holdings | $226.3M | 439.3K | Increased | 2026-06-30 |
| Ray Dalio 13F portfolio Bridgewater Associates holdings | $75.5M | 146.6K | New | 2026-06-30 |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $7.4M | 14.4K | Held | 2026-06-30 |
Ownership concentration
Reported ownership of APP is highly concentrated across tracked institutions.
- Single largest holder: 58.2% of reported ownership
- Top 5 holders: 90.4%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 9 tracked institutions, 4 reduced, 3 increased, 2 held. Net positioning is net selling.
- Baillie Gifford — Baillie Gifford & Co ($3.33B) (▼ 3.4% qoq shares) · avg cost $157.19
- Philippe Laffont — Coatue Management ($603.4M) (▼ 9.2% qoq shares)
- Stephen Mandel — Lone Pine Capital ($537.0M) (▼ 28.9% qoq shares)
- Terry Smith — Fundsmith Equity Fund ($358.9M) · avg cost $391.38
- Dan Sundheim — D1 Capital Partners ($344.8M) (→ 0.0% qoq shares) · avg cost $48.53
- Whale Rock Capital — Whale Rock Capital Management ($237.8M) (▼ 33.6% qoq shares)
- Dorsey Asset Management — Dorsey Asset Management ($226.3M) (▲ 38.6% qoq shares)
- Edgewood Management — Edgewood Management LLC ($7.4M) (→ 0.0% qoq shares) · avg cost $335.10
Whale cost basis vs current price
The aggregate tracked cost basis is $169.03 versus a current price of $323.96, so APP trades above its cost basis (+91.7%). Average unrealized P&L across tracked holders: 156%.
Sector positioning — Information Technology
APP sits within the Information Technology sector alongside 135 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time 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 9 public institutional holders of APP with a combined reported value of $5.73B. See the holder table above for the largest tracked positions.
Which top funds are buying APP?
Tracked institutions were net selling last quarter — 4 reduced, 3 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is APP ownership?
The top five tracked holders report 90.4% of aggregate ownership.
Is APP above or below the whale cost basis?
The aggregate tracked cost basis is $169.03 versus a current price of $323.96 (+91.7%).
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.