APP position history
The shares of AppLovin (APP) that Hiddenite Capital Partners LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 33,472 shares, $3.2M, 1.6% of portfolio
- 2022 Q1: 59,272 shares, $3.3M, 3.0% of portfolio, Add +77.1%
- 2022 Q2: not held, Exit
- 2022 Q3: 48,000 shares, $936K, 0.92% of portfolio, New
- 2022 Q4: not held, Exit
- 2023 Q1: not held
- 2023 Q2: not held
- 2023 Q3: 100,000 shares, $4M, 2.7% of portfolio, New
- 2023 Q4: 175,000 shares, $7M, 4.2% of portfolio, Add +75.0%
- 2024 Q1: 160,000 shares, $11M, 4.3% of portfolio, Reduce −8.6%
- 2024 Q2: 145,000 shares, $12M, 3.8% of portfolio, Reduce −9.4%
- 2024 Q3: 115,000 shares, $15M, 4.9% of portfolio, Reduce −20.7%
- 2024 Q4: 80,000 shares, $26M, 7.2% of portfolio, Reduce −30.4%
- 2025 Q1: 37,500 shares, $9.9M, 3.5% of portfolio, Reduce −53.1%
- 2025 Q2: 43,900 shares, $15M, 4.0% of portfolio, Add +17.1%
- 2025 Q3: not held, Exit
- 2025 Q4: not held
- 2026 Q1: 40,000 shares, $16M, 4.2% of portfolio, New
- 2026 Q2: 60,000 shares, $31M, 2.7% of portfolio, Add +50.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|