Disclosed positions

Estimated from their latest filings — positions may have changed since

$157.53M

combined est. value

Stock	Shares	Price	Value	Weight	As of
APPAppLovin Corp	306,929	$506.98	$155.61M	99%	2026-02-13
GDDYGoDaddy Inc.	21,582	$88.92	$1.92M	1%	2026-06-03

APP

AppLovin Corp

$155.61M

306,929 sh

GDDY

GoDaddy Inc.

$1.92M

21,582 sh

All filings on record

Every Form 4 transaction we track for this filer

all 103buys 0sells 88

Stock	Transaction	Date	~6mo later
GDDYGoDaddy Inc.	Grant — · 2,925 sh	2026-06-03	—
APPAppLovin Corp	Gift — · 100,000 sh	2026-02-13	—
APPAppLovin Corp	Gift — · 100,000 sh	2026-02-13	—
APPAppLovin Corp	Convert — · 150,000 sh	2026-02-13	—
APPAppLovin Corp	Gift — · 25,000 sh	2025-12-09	—
APPAppLovin Corp	Sell $88.1K · 200 sh	2025-08-15	—
APPAppLovin Corp	Sell $175.6K · 400 sh	2025-08-15	—
APPAppLovin Corp	Sell $4.84M · 11,043 sh	2025-08-15	—
APPAppLovin Corp	Sell $3.61M · 8,268 sh	2025-08-15	—
APPAppLovin Corp	Sell $5.54M · 12,688 sh	2025-08-15	—
APPAppLovin Corp	Sell $4.10M · 9,415 sh	2025-08-15	—
APPAppLovin Corp	Sell $1.99M · 4,586 sh	2025-08-15	—
APPAppLovin Corp	Sell $216.4K · 500 sh	2025-08-15	—
APPAppLovin Corp	Sell $129.5K · 300 sh	2025-08-15	—
APPAppLovin Corp	Sell $172.2K · 400 sh	2025-08-15	—
APPAppLovin Corp	Sell $172.0K · 400 sh	2025-08-15	—
APPAppLovin Corp	Sell $257.0K · 600 sh	2025-08-15	—
APPAppLovin Corp	Sell $128.2K · 300 sh	2025-08-15	—
APPAppLovin Corp	Sell $298.2K · 700 sh	2025-08-15	—
APPAppLovin Corp	Sell $42.5K · 100 sh	2025-08-15	—
APPAppLovin Corp	Sell $42.4K · 100 sh	2025-08-15	—
APPAppLovin Corp	Sell $88.2K · 200 sh	2025-08-15	—
APPAppLovin Corp	Sell $62.4K · 142 sh	2025-08-15	—
APPAppLovin Corp	Sell $2.26M · 5,142 sh	2025-08-15	—
APPAppLovin Corp	Sell $4.02M · 9,180 sh	2025-08-15	—

GDDYGrant

2026-06-03 · GoDaddy Inc.

2,925

—

APPGift

2026-02-13 · AppLovin Corp

100,000

—

APPGift

2026-02-13 · AppLovin Corp

100,000

—

APPConvert

2026-02-13 · AppLovin Corp

150,000

—

APPGift

2025-12-09 · AppLovin Corp

25,000

—

APPSell

2025-08-15 · AppLovin Corp

$88.1K

—

APPSell

2025-08-15 · AppLovin Corp

$175.6K

—

APPSell

2025-08-15 · AppLovin Corp

$4.84M

—

APPSell

2025-08-15 · AppLovin Corp

$3.61M

—

APPSell

2025-08-15 · AppLovin Corp

$5.54M

—

APPSell

2025-08-15 · AppLovin Corp

$4.10M

—

APPSell

2025-08-15 · AppLovin Corp

$1.99M

—

APPSell

2025-08-15 · AppLovin Corp

$216.4K

—

APPSell

2025-08-15 · AppLovin Corp

$129.5K

—

APPSell

2025-08-15 · AppLovin Corp

$172.2K

—

APPSell

2025-08-15 · AppLovin Corp

$172.0K

—

APPSell

2025-08-15 · AppLovin Corp

$257.0K

—

APPSell

2025-08-15 · AppLovin Corp

$128.2K

—

APPSell

2025-08-15 · AppLovin Corp

$298.2K

—

APPSell

2025-08-15 · AppLovin Corp

$42.5K

—

APPSell

2025-08-15 · AppLovin Corp

$42.4K

—

APPSell

2025-08-15 · AppLovin Corp

$88.2K

—

APPSell

2025-08-15 · AppLovin Corp

$62.4K

—

APPSell

2025-08-15 · AppLovin Corp

$2.26M

—

APPSell

2025-08-15 · AppLovin Corp

$4.02M

—

Show all 103 filings

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.