SEC 13F Intelligence

Selkirk Management LLC / APP

Selkirk Management LLC’s Applovin Corp Position

Does Selkirk Management LLC own Applovin Corp (APP)? Yes48.7K shares worth $19M (+6.59% of its 13F portfolio) as of Q1 2026, up from 35.7K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
48.7K
% of Portfolio
+6.59%
Quarters Held
4
currently held

Position History APP

Reported value by quarter
Q2 ’25: $3MQ2 ’25Q3 ’25: $22MQ3 ’25Q4 ’25: $24MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.7K$19M+6.59%
Q4 202535.7K$24M+6.36%
Q3 202530.1K$22M+5.93%
Q2 20258.1K$3M+0.84%

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