Position
Plancorp, 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 −$159K$673.82 → $391.38
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 576 | $388.1K | — | — | — | 0.0% |
| Q1 2026 | 563 | $220.3K | $391.38 | −$159K | −$8.76K | 0.0% |