SEC 13F Intelligence

Dilation Capital Management LP / APP

Dilation Capital Management LP’s Applovin Corp Position

Does Dilation Capital Management LP own Applovin Corp (APP)? Not currently — the last reported position was 22.2K shares worth $15M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q4 2025
Shares
22.2K
% of Portfolio
+6.89%
Quarters Held
3
position exited

Position History APP

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $15MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202522.2K$15M+6.89%
Q3 202515.2K$11M+5.40%
Q2 202520.2K$7M+3.77%

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