NPCM
APP icon

North Peak Capital Management’s Applovin APP Stock Holding History

North Peak Capital 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
-253,227
Closed -$18.3M – 7
2021
Q3 		$18.3M Buy
+253,227
New +$17.2M 2.36% 6

Other funds holding APP

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

North Peak Capital Management's APP Position: Q4 2021 in Review

North Peak Capital Management sold out of Applovin (APP) in Q4 2021, closing a stake of 253,227 shares — an estimated $18.3M sold.

North Peak Capital Management first reported a position in APP in Q3 2021 and held it in 1 quarter. The position peaked at $18.3M in Q3 2021. 173 funds tracked by Wall St. Rank hold APP as of Q4 2021.

  • North Peak Capital Management reported no remaining Applovin position as of Q4 2021 after selling out during the quarter.
  • North Peak Capital Management sold 253,227 Applovin shares in Q4 2021, an estimated $18.3M.
  • North Peak Capital Management first reported a position in Applovin in Q3 2021 and held it in 1 quarter.
  • North Peak Capital Management's Applovin position peaked at $18.3M in Q3 2021.
  • 173 funds tracked by Wall St. Rank held Applovin as of Q4 2021.

Based on North Peak Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.