Position
McAdam, 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 −$264.8K$673.82 → $398.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 960 | $646.9K | — | — | — | 0.0% |
| Q1 2026 | 1.2K | $479.2K | $398.00 | −$264.8K | $97.1K | 0.0% |