TFJ Management, LLC APP — APPLOVIN CORP

Ownership history in TFJ Management, LLC  ·  5 quarters on record

AI Ownership Summary

TFJ Management, LLC reported APPLOVIN CORP (APP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 26.38% in 2025 Q3. The latest visible filing shows APP at 25.65% 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 TFJ Management, LLC'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 25.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.38% 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.

APP stock page TFJ Management, LLC fund profile TFJ Management, LLC full holdings
How TFJ Management, LLC held APP — position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 52,865 -1,623 -3.0% 25.65% $35.6M 2026-02-14 (Est.) $390.55
2025 Q3 REDUCED 30.0% -2.7% ✅ 54,488 -23,355 -30.0% 26.38% $39.2M 2025-11-13 $556.15
2025 Q2 UNCHANGED — — — 77,843 — 0% 21.27% $27.3M 2025-08-14 $433.34
2025 Q1 REDUCED 9.0% +32.1% ❌ 77,843 -7,679 -9.0% 19.53% $20.6M 2025-05-13 $370.10
2024 Q4 INITIATED — — — 85,522 — — 24.94% $27.7M 2025-02-13 $471.67

🏢 Other funds also holding APP

As of 2026 Q1 — sorted by position size

AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 23.93% Steadview Capital Management LLC 3Y 15.71% SAPIENT CAPITAL LLC 7.64% Zweig-DiMenna Associates LLC 3Y 7Y 4.46% Meadowbrook Wealth Management, LLC 4.22% Integrated Financial Solutions, Inc. 3.11% Robertson Stephens Wealth Management, LLC 3Y 7Y 2.71% PCB Capital LLC 2.41% Overbrook Management Corp 3Y 7Y 2.19% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.07%

FAQ About TFJ Management, LLC and APP

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

How long has TFJ Management, LLC reported owning APP?

TFJ Management, LLC reported APP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported APP position in TFJ Management, LLC's portfolio?

The largest reported portfolio weight for APP was 26.38% in 2025 Q3.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q4, when TFJ Management, LLC reported 52,865 shares, equal to 25.65% of portfolio, with an estimated market value of $35.6M.

What does the chart on this APP ownership page compare?

The chart compares TFJ Management, LLC'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.

How well did TFJ Management, LLC time their APP position?

Based on 13F filing dates vs. subsequent APP price moves, TFJ Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on APP relative to SPY over the holding period was -26.8%.

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