SEC 13F Intelligence

Berbice Capital Management LLC / APP

Berbice Capital Management LLC’s Applovin Corp Position

Does Berbice Capital Management LLC own Applovin Corp (APP)? Yes — 4.9K shares worth $2M (+1.28% of its 13F portfolio) as of Q1 2026, up from 4.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.9K
% of Portfolio
+1.28%
Quarters Held
6
currently held

Position History APP

Reported value by quarter
Q4 ’24: $631,469Q4 ’24Q1 ’25: $722,043Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.9K$2M+1.28%
Q4 20254.1K$3M+1.65%
Q3 20253.7K$3M+1.63%
Q2 20253.2K$1M+0.78%
Q1 20252.7K$722,043+0.62%
Q4 20241.9K$631,469+0.51%

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