No Street GP LP’s Applovin Corp Position
Does No Street GP LP own Applovin Corp (APP)? Yes — 181.0K shares worth $72M (+4.80% of its 13F portfolio) as of Q1 2026, up from 141.5K shares the prior filed quarter.
Position Value
$72M
Q1 2026
Shares
181.0K
% of Portfolio
+4.80%
Quarters Held
19
currently held
Position History APP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 181.0K | $72M | +4.80% |
| Q4 2025 | 141.5K | $95M | +6.42% |
| Q3 2025 | 205.0K | $147M | +9.69% |
| Q2 2025 | 340.0K | $119M | +8.76% |
| Q1 2025 | 438.0K | $116M | +9.04% |
| Q4 2024 | 430.0K | $139M | +9.22% |
| Q3 2024 | 735.0K | $96M | +7.40% |
| Q2 2024 | 850.0K | $71M | +4.35% |
| Q1 2024 | 2.17M | $151M | +11.11% |
| Q4 2023 | 1.99M | $79M | +7.92% |
| Q3 2023 | 2.00M | $80M | +9.54% |
| Q2 2023 | 2.70M | $70M | +6.85% |
| Q1 2023 | 2.75M | $43M | +5.53% |
| Q4 2022 | 2.75M | $29M | +3.81% |
| Q3 2022 | 630.0K | $12M | +1.93% |
| Q2 2022 | 1.40M | $48M | +7.64% |
| Q1 2022 | 560.0K | $31M | +4.18% |
| Q4 2021 | 265.0K | $25M | +4.03% |
| Q3 2021 | 175.0K | $13M | +2.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See No Street GP LP’s full portfolio or all institutional holders of APP.