Position
Fidelity 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 $1.84B$398.00 → $515.23
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 13.1M | $8.82B | — | — | — | 0.4% |
| Q1 2026 | 15.7M | $6.25B | $398.00 | −$3.61B | $1.03B | 0.3% |
| Q2 2026 | 17.3M | $8.91B | $515.23 | $1.84B | $825.5M | 0.4% |