APP position history
The shares of AppLovin (APP) that SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 5,000,000 shares, $362M, 9.4% of portfolio
- 2021 Q4: 5,000,000 shares, $471M, 14.8% of portfolio
- 2022 Q1: 5,641,647 shares, $311M, 18.0% of portfolio, Add +12.8%
- 2022 Q2: 3,740,801 shares, $129M, 18.6% of portfolio, Reduce −33.7%
- 2022 Q3: 3,740,801 shares, $73M, 13.1% of portfolio
- 2022 Q4: 5,000,000 shares, $53M, 14.0% of portfolio, Add +33.7%
- 2023 Q1: 5,000,000 shares, $79M, 15.4% of portfolio
- 2023 Q2: 5,000,000 shares, $129M, 14.7% of portfolio
- 2023 Q3: 5,000,000 shares, $200M, 17.8% of portfolio
- 2023 Q4: 5,000,000 shares, $199M, 15.7% of portfolio
- 2024 Q1: 5,000,000 shares, $346M, 24.9% of portfolio
- 2024 Q2: 3,600,000 shares, $300M, 19.7% of portfolio, Reduce −28.0%
- 2024 Q3: 3,600,000 shares, $470M, 23.0% of portfolio
- 2024 Q4: 3,107,024 shares, $1B, 37.0% of portfolio, Reduce −13.7%
- 2025 Q1: 2,057,024 shares, $545M, 28.3% of portfolio, Reduce −33.8%
- 2025 Q2: 2,057,024 shares, $720M, 26.6% of portfolio
- 2025 Q3: 2,057,024 shares, $1.5B, 38.2% of portfolio
- 2025 Q4: 1,799,729 shares, $1.2B, 35.2% of portfolio, Reduce −12.5%
- 2026 Q1: 1,790,000 shares, $712M, 25.4% of portfolio, Reduce −0.5%
- 2026 Q2: 1,790,000 shares, $922M, 27.1% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|