5 hedge funds and family offices disclose a APP position in their latest SEC 13F filing — combined $1.66B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 1,292,984 | $871.2M | 2.93% | 2025-12-31 |
| 2 | Stephen Mandel | Lone Pine Capital LLC | 780,530 | $525.9M | 3.86% | 2025-12-31 |
| 3 | Christopher Davis | Davis Selected Advisers, LP | 335,810 | $133.7M | 0.61% | 2026-03-31 |
| 4 | Pat Dorsey | Dorsey Asset Management, LLC | 316,952 | $126.1M | 10.04% | 2026-03-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 100 | $67K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold APP. The largest disclosed position is Chase Coleman at $871.2M (2.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying APP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
5 hedge funds and family offices disclose a APP position in their latest SEC 13F filing — combined $1.66B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 1,292,984 | $871.2M | 2.93% | 2025-12-31 |
| 2 | Stephen Mandel | Lone Pine Capital LLC | 780,530 | $525.9M | 3.86% | 2025-12-31 |
| 3 | Christopher Davis | Davis Selected Advisers, LP | 335,810 | $133.7M | 0.61% | 2026-03-31 |
| 4 | Pat Dorsey | Dorsey Asset Management, LLC | 316,952 | $126.1M | 10.04% | 2026-03-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 100 | $67K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold APP. The largest disclosed position is Chase Coleman at $871.2M (2.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying APP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
