APP — APPLOVIN CORP

Ownership history in Nicholas Wealth, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in APPLOVIN CORP (APP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.59% (2025 Q4)
Avg. % of fund
0.78%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,521 -1,330 -27.4% 1.59% $2.4M $673.82
2025 Q3 ADDED 4,851 +50 +1.0% 1.45% $3.5M $718.54
2025 Q2 ADDED 4,801 +822 +20.7% 0.82% $1.7M $350.08
2025 Q1 ADDED 3,979 +2,760 +226.4% 0.61% $1.1M $264.97
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    APP price (monthly, adj. close)

Other funds also holding APP

As of 2025 Q4 — sorted by position size

KENSICO CAPITAL MANAGEMENT CORP 3Y 7Y 35.71% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 35.43% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 35.17% IEQ CAPITAL, LLC 3Y 31.64% TFJ Management, LLC 25.65% Greenstone Partners & Co., LLC 3Y 25.57% Keenan Capital, LLC 3Y 7Y 21.69% Steadview Capital Management LLC 3Y 18.63% Jericho Capital Asset Management L.P. 3Y 7Y 16.09% MGB Wealth Management, LLC 15.58%
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