Question 1

How many shares of APP does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT holds 73 shares of APP (APPLOVIN CORP-CLASS A).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's APP position worth?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT's APP position is worth $37,612.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling APP?

Accepted Answer

In 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT decreased their APP position (-93.6% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy APP?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in APP in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	73	-93.6%	$37,612	0.0%	$515.23	0
2026-Q1	Decreased	1,147	-90.2%	$456,506	0.0%	$438.89	0
2025-Q4	Increased	11,665	+103.6%	$7.9M	0.1%	$693.71	44
2025-Q3	Increased	5,730	+67.4%	$4,119	0.0%	$712.36	21
2025-Q2	Increased	3,423	+310x	$1,199	0.0%	$333.78	18
2025-Q1	Decreased	11	-100.0%	$3,000	0.0%	$272.38	0
2024-Q4	Decreased	59,862	-56.8%	$19.4M	0.4%	$335.38	0
2024-Q3	Increased	138,624	+6.6%	$18,096	0.6%	$127.75	28