SEC 13F Intelligence

Seascape Capital Management / APP

Seascape Capital Management’s Applovin Corp Position

Does Seascape Capital Management own Applovin Corp (APP)? Yes — 13.1K shares worth $5M (+1.50% of its 13F portfolio) as of Q1 2026, up from 13.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
13.1K
% of Portfolio
+1.50%
Quarters Held
7
currently held

Position History APP

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.1K$5M+1.50%
Q4 202513.0K$9M+2.49%
Q3 202515.5K$11M+3.19%
Q2 202515.0K$5M+1.66%
Q1 202515.4K$4M+1.42%
Q4 202426.2K$8M+2.96%
Q3 202429.5K$4M+1.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Seascape Capital Management’s full portfolio or all institutional holders of APP.