Follow The Filings

APP position history

The shares of AppLovin (APP) that Ratan Capital Management LP reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q4: 110,000 shares, $10M, 1.6% of portfolio, New
  2. 2022 Q1: not held, Exit
  3. 2022 Q2: 25,000 shares, $861K, 0.72% of portfolio, New
  4. 2022 Q3: not held, Exit
  5. 2022 Q4: not held
  6. 2023 Q1: not held
  7. 2023 Q2: not held
  8. 2023 Q3: not held
  9. 2023 Q4: not held
  10. 2024 Q1: not held
  11. 2024 Q2: not held
  12. 2024 Q3: not held
  13. 2024 Q4: not held
  14. 2025 Q1: 52,730 shares, $14M, 4.5% of portfolio, New
  15. 2025 Q2: 58,730 shares, $16M, 7.4% of portfolio, Add +11.4%
  16. 2025 Q3: 6,000 shares, $4.3M, 2.3% of portfolio, Reduce −89.8%
  17. 2025 Q4: 42,230 shares, $28M, 7.8% of portfolio, Add +603.8%
  18. 2026 Q1: 18,114 shares, $7.2M, 2.7% of portfolio, Reduce −57.1%
  19. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders