Ownership history in TFJ Management, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which TFJ 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 52,865 | -1,623 | -3.0% | 25.65% | $35.6M | $673.82 |
| 2025 Q3 | REDUCED | 54,488 | -23,355 | -30.0% | 26.38% | $39.2M | $718.54 |
| 2025 Q2 | UNCHANGED | 77,843 | — | 0% | 21.27% | $27.3M | $350.08 |
| 2025 Q1 | REDUCED | 77,843 | -7,679 | -9.0% | 19.53% | $20.6M | $264.97 |
As of 2025 Q4 — sorted by position size