Coppell Advisory Solutions LLC APP — Applovin Corp - Ordinary Shares - Class A

Ownership history in Coppell Advisory Solutions LLC  ·  8 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported Applovin Corp - Ordinary Shares - Class A (APP) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows APP at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in Applovin Corp - Ordinary Shares - Class A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APP stock page Coppell Advisory Solutions LLC fund profile Coppell Advisory Solutions LLC full holdings
How Coppell Advisory Solutions LLC held APP — position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 628 +52 +9.0% 0.14% $234K 2026-05-15 $501.00
2025 Q4 REDUCED — — — 576 -21 -3.5% 0.04% $400K 2026-02-17 $376.38
2025 Q3 REDUCED 7.4% -2.7% ✅ 597 -48 -7.4% 0.05% $425K 2025-11-14 $557.70
2025 Q2 ADDED — — — 645 +17 +2.7% 0.04% $215K 2025-08-14 $433.34
2024 Q4 REDUCED 22.9% -18.2% ✅ 628 -186 -22.9% 0.03% $211K 2025-02-14 $510.13
2024 Q3 ADDED — — — 814 +305 +59.9% 0.02% $104K 2024-11-14 $284.49
2024 Q2 REDUCED 53.6% +56.9% ❌ 509 -589 -53.6% 0.01% $42K 2024-08-15 $85.58
2023 Q4 INITIATED — — — 1,098 — — 0.01% $44K 2024-02-14 $46.87

🏢 Other funds also holding APP

As of 2026 Q1 — sorted by position size

KENSICO CAPITAL MANAGEMENT CORP 3Y 7Y 26.69% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 25.44% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 23.93% Greenstone Partners & Co., LLC 3Y 19.67% Panview Capital Ltd 18.71% TFJ Management, LLC 17.7% Keenan Capital, LLC 3Y 7Y 16.06% Steadview Capital Management LLC 3Y 15.71% 3G Capital Partners LP 3Y 7Y 13.42% General Equity Holdings LP 3Y 7Y 10.52%

FAQ About Coppell Advisory Solutions LLC and APP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning APP?

Coppell Advisory Solutions LLC reported APP across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APP position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for APP was 0.14% in 2026 Q1.

What is the latest reported APP position on this page?

The most recent filing on this page is 2026 Q1, when Coppell Advisory Solutions LLC reported 628 shares, equal to 0.14% of portfolio, with an estimated market value of $234K.

What does the chart on this APP ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly APP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coppell Advisory Solutions LLC time their APP position?

Based on 13F filing dates vs. subsequent APP price moves, Coppell Advisory Solutions LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on APP relative to SPY over the holding period was +170.0%.

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