SEC 13F Intelligence

Ogborne Capital Management, LLC / APP

Ogborne Capital Management, LLC’s Applovin Corp Position

Does Ogborne Capital Management, LLC own Applovin Corp (APP)? Not currently — the last reported position was 30.0K shares worth $20M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q4 2025
Shares
30.0K
% of Portfolio
+6.67%
Quarters Held
4
position exited

Position History APP

Reported value by quarter
Q1 ’25: $12MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $36MQ3 ’25Q4 ’25: $20MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202530.0K$20M+6.67%
Q3 202550.0K$36M+5.27%
Q2 202525.0K$9M+2.17%
Q1 202545.0K$12M+4.58%

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