SEC 13F Intelligence

Thoroughbred Financial Services, LLC / APP

Thoroughbred Financial Services, LLC’s Applovin Corp Position

Does Thoroughbred Financial Services, LLC own Applovin Corp (APP)? Yes — 29.0K shares worth $12M (+0.69% of its 13F portfolio) as of Q1 2026, up from 28.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
29.0K
% of Portfolio
+0.69%
Quarters Held
11
currently held

Position History APP

Reported value by quarter
Q3 ’23: $275,000Q3 ’23Q4 ’23: $802,000Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $5MQ3 ’24Q4 ’24: $11MQ1 ’25: $9MQ1 ’25Q2 ’25: $10MQ3 ’25: $20MQ3 ’25Q4 ’25: $19MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$12M+0.69%
Q4 202528.5K$19M+1.14%
Q3 202528.1K$20M+1.25%
Q2 202527.4K$10M+0.67%
Q1 202532.4K$9M+0.54%
Q4 202434.7K$11M+0.69%
Q3 202436.0K$5M+0.30%
Q2 202430.5K$3M+0.17%
Q1 202422.4K$2M+0.15%
Q4 202320.1K$802,000+0.06%
Q3 20236.9K$275,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thoroughbred Financial Services, LLC’s full portfolio or all institutional holders of APP.