APP β€” APPLOVIN CORP

Ownership history in Science & Technology Partners, L.P.  Β·  5 quarters on record

AI Ownership Summary

Science & Technology Partners, L.P. reported APPLOVIN CORP (APP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 13.7% in 2025 Q3. The latest visible filing shows APP at 8.40% 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.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Science & Technology Partners, L.P.'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 8.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.7% 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 Q4 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 Science & Technology Partners, L.P. held APP β€” position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44,825 -23,625 -34.5% 8.40% $30.2M 2026-02-14 (Est.) $390.55
2025 Q3 REDUCED 68,450 -16,550 -19.5% 13.70% $49.2M 2025-11-14 $557.70
2025 Q2 ADDED 85,000 +8,875 +11.7% 7.80% $29.8M 2025-08-14 $433.34
2025 Q1 REDUCED 76,125 -18,396 -19.5% 7.99% $20.2M 2025-05-15 $366.61
2024 Q4 INITIATED 94,521 β€” β€” 9.30% $30.6M 2025-02-14 $510.13

FAQ About Science & Technology Partners, L.P. and APP

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

How long has Science & Technology Partners, L.P. reported owning APP?

Science & Technology Partners, L.P. reported APP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported APP position in Science & Technology Partners, L.P.'s portfolio?

The largest reported portfolio weight for APP was 13.70% in 2025 Q3.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q4, when Science & Technology Partners, L.P. reported 44,825 shares, equal to 8.40% of portfolio, with an estimated market value of $30.2M.

What does the chart on this APP ownership page compare?

The chart compares Science & Technology Partners, L.P.'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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