Position
EWA, 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 −$177.7K$673.82 → $397.96
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.2K | $809.3K | — | — | — | 0.2% |
| Q1 2026 | 644 | $256.3K | $397.96 | −$177.7K | −$375.3K | 0.1% |