"In a quarterly Form 13F filed with the Securities and Exchange Commission on October 17, 2025 ( link), Sapient Capital reported selling 8,029 shares of AppLovin during the quarter. The estimated value of the trade was $3,702,494. The fund retained a position of 1,272,462 shares. What Else to Know The sale reduced AppLovin's position to 13.95% of Sapient Capital's 13F AUM, but it remains the fund's 2nd-largest holding after Eli Lilly."
"AppLovin Corporation operates at scale in the mobile software sector, enabling app developers to maximize monetization and user acquisition through advanced technology platforms. The company's integrated solutions and data-driven approach drive app marketing and advertising revenue. With a strong presence in the global mobile ecosystem, AppLovin is positioned as a key partner for developers and advertisers seeking growth and efficiency. The company provides a comprehensive suite of software solutions for mobile app developers, including marketing automation, analytics, and in-app bidding platforms."
"Top holdings after the filing: NYSE:LLY: $1.07 billion (16.5% of AUM) as of September 30, 2025 NASDAQ:APP: $906.45 million (14.0% of AUM) as of September 30, 2025 NASDAQ:AAPL: $346.81 million (5.3% of AUM) as of September 30, 2025 NASDAQ:MSFT: $313.49 million (4.8% of AUM) as of September 30, 2025 NASDAQ:GOOGL: $238.99 million (3.7% of AUM) as of September 30, 2025"
Sapient Capital sold 8,029 shares of AppLovin during the quarter for an estimated $3,702,494 while retaining 1,272,462 shares. The sale lowered AppLovin's weight to 13.95% of Sapient Capital's 13F AUM, yet AppLovin remained the fund's second-largest holding behind Eli Lilly. Top holdings included Eli Lilly ($1.07 billion, 16.5% of AUM), AppLovin ($906.45 million, 14.0%), Apple ($346.81 million), Microsoft ($313.49 million), and Alphabet ($238.99 million). AppLovin shares were priced at $599.31 on October 17, 2025. AppLovin provides mobile software monetization, marketing automation, analytics, and real-time auction-based advertising solutions.
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