APP β€” APPLOVIN CORP

Ownership history in Andra AP-fonden  Β·  8 quarters on record

AI Ownership Summary

Andra AP-fonden reported APPLOVIN CORP (APP) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.31% in 2025 Q3. The latest visible filing shows APP at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Andra AP-fonden's position in APPLOVIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APP was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Andra AP-fonden held APP β€” position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 104,163 -147,437 -58.6% 0.87% $70.2M 2026-02-14 (Est.) $390.55
2025 Q3 REDUCED 251,600 -25,000 -9.0% 2.31% $180.8M 2025-11-12 $584.86
2025 Q2 ADDED 276,600 +114,000 +70.1% 1.35% $96.8M 2025-08-06 $390.57
2025 Q1 REDUCED 162,600 -43,600 -21.1% 0.71% $43.1M 2025-05-13 $370.10
2024 Q4 REDUCED 206,200 -99,500 -32.5% 1.07% $66.8M 2025-02-07 $375.72
2024 Q3 ADDED 305,700 +230,600 +307.1% 0.59% $39.9M 2024-11-12 $289.03
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Andra AP-fonden and APP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Andra AP-fonden reported owning APP?

Andra AP-fonden reported APP across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported APP position in Andra AP-fonden's portfolio?

The largest reported portfolio weight for APP was 2.31% in 2025 Q3.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q4, when Andra AP-fonden reported 104,163 shares, equal to 0.87% of portfolio, with an estimated market value of $70.2M.

What does the chart on this APP ownership page compare?

The chart compares Andra AP-fonden's quarterly APP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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