Panview Capital Ltd: APPLOVIN CORP (APP): Quarterly 13F Position History
As of Q1 2026, Panview Capital Ltd reported 219,684 shares of APPLOVIN CORP (APP), worth $87.4M and representing 18.7% of its 13F equity book. Quarter-over-quarter share count change: + 125,706 (+133.8%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 219,684Shares Held (Latest Filing)
- $87.4MReported Market Value (Latest Filing)
- 18.7%Portfolio Weight (% of 13F Equity Book)
- +125,706Quarter-over-Quarter Share Change
- +$24.1MQuarter-over-Quarter Value Change
- 661,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 219,684 | +125,706 | +133.8% | $87.4M | 18.7% | $398.0 |
| Q4 2025 | 93,978 | +18,297 | +24.2% | $63.3M | 22.7% | $673.8 |
| Q3 2025 | 75,681 | 179,537 | -70.3% | $54.4M | 23.1% | $718.5 |
| Q2 2025 | 255,218 | 7,000 | -2.7% | $89.3M | 28.4% | $350.1 |
| Q1 2025 | 262,218 | 398,882 | -60.3% | $69.5M | 26.3% | $265.0 |
| Q4 2024 | 661,100 | — | — | $214.1M | 45.7% | $323.8 |
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 Panview Capital Ltd first disclose a APP position in 13F-HR filings?
Panview Capital Ltd first reported APPLOVIN CORP (APP) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Panview Capital Ltd's most recent quarter-over-quarter share-count change in APP?
Between Q4 2025 and Q1 2026, Panview Capital Ltd added 125,706 shares of APP (+133.8%), bringing the total reported position to 219,684 shares at a market value of $87.4M.
Does the implied price-per-share represent Panview Capital Ltd'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.