Position
Broadleaf Partners, LLC in Applovin Corp
Back to the book · All holders of APP
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$2.16M$673.82 → $398.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.85K | $5.29M | — | — | — | 1.1% |
| Q1 2026 | 9.69K | $3.86M | $398.00 | −$2.16M | $733.5K | 0.9% |