13F

Position

CHOREO, LLC in Applovin Corp

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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 −$1.36M$693.68$397.98

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.61K$3.2M0.0%
Q1 20265.38K$2.14M$397.98−$1.36M$306K0.0%