Marcho Partners’s Applovin APP Stock Holding History

Marcho Partners’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	-3,326,422	Closed	-$241M	–	13
2021 Q3	$241M	Buy	3,326,422 +947,215	+40%	+$64.4M	15.11%	1
2021 Q2	$179M	Buy	+2,379,207	New	+$164M	11.98%	3

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

SHIM

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

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

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keenan Capital Burlingame, California $506M AUM 7.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Marcho Partners's APP Position: Q4 2021 in Review

Marcho Partners sold out of Applovin (APP) in Q4 2021, closing a stake of 3,326,422 shares — an estimated $241M sold.

Marcho Partners first reported a position in APP in Q2 2021 and held it in 2 quarters. The position peaked at $241M in Q3 2021. 173 funds tracked by Wall St. Rank hold APP as of Q4 2021.

Marcho Partners reported no remaining Applovin position as of Q4 2021 after selling out during the quarter.
Marcho Partners sold 3,326,422 Applovin shares in Q4 2021, an estimated $241M.
Marcho Partners first reported a position in Applovin in Q2 2021 and held it in 2 quarters.
Marcho Partners's Applovin position peaked at $241M in Q3 2021.
173 funds tracked by Wall St. Rank held Applovin as of Q4 2021.

Based on Marcho Partners's 13F filing for Q4 2021, filed 11 Feb 2022.