Position
Matrix Trust Co 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 −$233$0.67 → $0.40
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 841 | $567 | — | — | — | 0.1% |
| Q1 2026 | 1.46K | $579 | $0.40 | −$233 | $245 | 0.1% |