Position
LBP AM SA 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 −$12.5M$673.82 → $398.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 73.2K | $49.4M | — | — | — | 0.6% |
| Q1 2026 | 45.3K | $18M | $398.00 | −$12.5M | −$18.9M | 0.2% |