13F

Position

Simplicity Wealth,LLC in Applovin Corp

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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 −$369K$673.82$398.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.34K$901.6K0.1%
Q1 20261.61K$640K$398.00−$369K$107.5K0.0%