Kerrisdale Advisers’s Applovin APP Stock Holding History

Kerrisdale Advisers’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
2023 Q1	–	Sell	-51,379	Closed	-$541K	–	89
2022 Q4	$541K	Buy	+51,379	New	+$754K	0.16%	74

Other funds holding APP

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

NetEase Inc Hangzhou, China $765M AUM 24.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kerrisdale Advisers's APP Position: Q1 2023 in Review

Kerrisdale Advisers sold out of Applovin (APP) in Q1 2023, closing a stake of 51,379 shares — an estimated $541K sold.

Kerrisdale Advisers first reported a position in APP in Q4 2022 and held it in 1 quarter. The position peaked at $541K in Q4 2022. 220 funds tracked by Wall St. Rank hold APP as of Q1 2023.

Kerrisdale Advisers reported no remaining Applovin position as of Q1 2023 after selling out during the quarter.
Kerrisdale Advisers sold 51,379 Applovin shares in Q1 2023, an estimated $541K.
Kerrisdale Advisers first reported a position in Applovin in Q4 2022 and held it in 1 quarter.
Kerrisdale Advisers's Applovin position peaked at $541K in Q4 2022.
220 funds tracked by Wall St. Rank held Applovin as of Q1 2023.

Based on Kerrisdale Advisers's 13F filing for Q1 2023, filed 15 May 2023.