Jericho Capital Asset Management L.P.: APPLOVIN CORP (APP): Quarterly 13F Position History
As of Q1 2026, Jericho Capital Asset Management L.P. reported 1,677,224 shares of APPLOVIN CORP (APP), worth $667.5M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: 418,095 (-20.0%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 1,677,224Shares Held (Latest Filing)
- $667.5MReported Market Value (Latest Filing)
- 9.9%Portfolio Weight (% of 13F Equity Book)
- 418,095Quarter-over-Quarter Share Change
- -$744.3MQuarter-over-Quarter Value Change
- 3,890,567Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,677,224 | 418,095 | -20.0% | $667.5M | 9.9% | $398.0 |
| Q4 2025 | 2,095,319 | 0 | — | $1.4B | 16.1% | $673.8 |
| Q3 2025 | 2,095,319 | 0 | — | $1.5B | 15.7% | $718.5 |
| Q2 2025 | 2,095,319 | 698,440 | -25.0% | $733.5M | 9.8% | $350.1 |
| Q1 2025 | 2,793,759 | 0 | — | $740.3M | 13.5% | $265.0 |
| Q4 2024 | 2,793,759 | 538,033 | -16.1% | $904.7M | 12.9% | $323.8 |
| Q3 2024 | 3,331,792 | 0 | — | $435.0M | 10.5% | $130.6 |
| Q2 2024 | 3,331,792 | 558,775 | -14.4% | $277.3M | 8.3% | $83.2 |
| Q1 2024 | 3,890,567 | +2,525,240 | +185.0% | $269.3M | 7.2% | $69.2 |
| Q4 2023 | 1,365,327 | — | — | $54.4M | 1.7% | $39.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Jericho Capital Asset Management L.P. first disclose a APP position in 13F-HR filings?
Jericho Capital Asset Management L.P. first reported APPLOVIN CORP (APP) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Jericho Capital Asset Management L.P.'s most recent quarter-over-quarter share-count change in APP?
Between Q4 2025 and Q1 2026, Jericho Capital Asset Management L.P. reduced its APP position by 418,095 shares (-20.0%), leaving 1,677,224 shares at a market value of $667.5M.
Does the implied price-per-share represent Jericho Capital Asset Management L.P.'s cost basis in APP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.