The investor of 'The Big Short' fame hit back at the Palantir CEO in an X post on Sunday night, after Karp blasted his latest bets as 'batshit crazy' in a televised interview last week. 'Doesn't surprise me one bit that Alex Karp and his 'ontology' @PalantirTech cannot crack a simple 13F.A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science - is recognizing when your information set is insufficient for valid conclusions,' he added.
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.