APP — APPLOVIN CORP

Ownership history in Selkirk Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Selkirk Management 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
6.36% (2025 Q4)
Avg. % of fund
4.38%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 35,700 +5,600 +18.6% 6.36% $24.1M $673.82
2025 Q3 ADDED 30,100 +22,000 +271.6% 5.93% $21.6M $718.54
2025 Q2 INITIATED 8,100 — — 0.84% $2.8M $350.08
% 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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