Whale Rock Capital Management — APP

How Whale Rock Capital Management's position in Applovin Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$237,835,836

Latest weight

1.9%

Peak weight

7%

Shares since first

-42.9%

Position Trend

Shares, value, and weight from first report to latest report.

Whale Rock Capital Management first reported 808,356 shares in Q4 2025 and most recently reported 461,611 shares in Q2 2026. Portfolio weight peaked at 7% in Q4 2025; the low reported weight was 1.9% in Q2 2026.

Since the first report, shares are -42.9% and reported value is -56.3%. Latest move: TRIM