APP β€” APPLOVIN CORP

Ownership history in Selkirk Management LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.36% (2025 Q4)
πŸ“Š Avg. % of fund
4.38%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Selkirk Management LLC Γ— APP AI Analytics

πŸ“ˆ Selkirk Management LLC outperformed the S&P 500 by +176.5% annually on this APP position. Average cost basis: $627.92. Maximum drawdown during holding period: –6.2%.

πŸ“ˆ Position Alpha vs SPY
+176.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 176.5% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$627.92
+7.3% vs current ($673.82)

Best entry: $350.08 (2025 Q2)  Β·  Worst: $718.54 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–6.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Selkirk Management LLC has been actively increasing its APP allocation β€” a bullish signal from insiders.
Currently 6.36% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    APP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
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 β€” β€” 0.84% $2.8M $350.08

🏒 Other funds also holding APP

As of 2025 Q4 β€” 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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