SEC 13F Intelligence

Goodnow Investment Group, LLC / APP

Goodnow Investment Group, LLC’s Applovin Corp Position

Does Goodnow Investment Group, LLC own Applovin Corp (APP)? Not currently — the last reported position was 1.35M shares worth $46M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$46M
Q2 2022
Shares
1.35M
% of Portfolio
+7.14%
Quarters Held
4
position exited

Position History APP

Reported value by quarter
Q3 ’21: $38MQ3 ’21Q4 ’21: $102MQ4 ’21Q1 ’22: $70MQ1 ’22Q2 ’22: $46MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20221.35M$46M+7.14%
Q1 20221.27M$70M+7.42%
Q4 20211.08M$102M+8.65%
Q3 2021520.7K$38M+3.14%

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