Islet Management’s Applovin APP Stock Holding History

Islet Management’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100,000	Closed	-$7.24M	–	185
2021 Q3	$7.24M	Buy	+100,000	New	+$6.8M	0.16%	137

Other funds holding APP

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Islet Management's APP Position: Q1 2022 in Review

Islet Management sold out of Applovin (APP) in Q1 2022, closing a stake of 278,371 shares — an estimated $26.2M sold.

Islet Management first reported a position in APP in Q3 2021 and held it in 2 quarters. The position peaked at $26.2M in Q4 2021. 176 funds tracked by Wall St. Rank hold APP as of Q1 2022.

Islet Management reported no remaining Applovin position as of Q1 2022 after selling out during the quarter.
Islet Management sold 278,371 Applovin shares in Q1 2022, an estimated $26.2M.
Islet Management first reported a position in Applovin in Q3 2021 and held it in 2 quarters.
Islet Management's Applovin position peaked at $26.2M in Q4 2021.
176 funds tracked by Wall St. Rank held Applovin as of Q1 2022.

Based on Islet Management's 13F filing for Q1 2022, filed 13 May 2022.