Jericho Capital Asset Management — APP
How Jericho Capital Asset Management's position in Applovin Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.
- Quarters held
- 2
- First reported
- Q4 2025
- Latest value
- $667,535,152
- Latest weight
- 9.9%
- Peak weight
- 16.1%
- Shares since first
- -20%
Position Trend
Shares, value, and weight from first report to latest report.
Jericho Capital Asset Management first reported 2,095,319 shares in Q4 2025 and most recently reported 1,677,224 shares in Q1 2026. Portfolio weight peaked at 16.1% in Q4 2025; the low reported weight was 9.9% in Q1 2026.
Since the first report, shares are -20% and reported value is -52.7%. Latest move: TRIM