Position
ValueAct 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 $54.1M$398.00 → $515.23
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 808.4K | $544.7M | — | — | — | 7.0% |
| Q1 2026 | 695.5K | $276.8M | $398.00 | −$191.8M | −$76M | 3.6% |
| Q2 2026 | 461.6K | $237.8M | $515.23 | $54.1M | −$93.1M | 1.9% |