Position
XPONANCE 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 −$17.4M$673.82 → $398.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 63K | $42.5M | — | — | — | 0.3% |
| Q1 2026 | 69.4K | $27.6M | $398.00 | −$17.4M | $2.55M | 0.2% |