Position
Sovran Advisors, 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 −$78.6K$606.99 → $446.35
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 489 | $296.8K | — | — | — | 0.0% |
| Q1 2026 | 517 | $230.8K | $446.35 | −$78.6K | $12.5K | 0.0% |