Position
TSFG, 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 −$29$0.67 → $0.40
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 109 | $73 | — | — | — | 0.0% |
| Q1 2026 | 112 | $45 | $0.40 | −$29 | $1 | 0.0% |