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KL

Kkr Americas Fund Xii L.p.

APP
10% OWNER · APPLOVIN CORP · CIK 0001666676
FILING MIX · LIFETIME12%/88%
BUYS
8
SELLS
60
TOTAL VALUE
$9.65B
COMPANIES
3
ACTIVE SINCE
Apr 2021
HOLDINGS NOW
34,961,888
AVG SELL PX
$51.54
TRADE KIND
SHOWING 68 / 68
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
30 backtested trades · 8 horizons · 29 pending
Forward-return performance of every backtestable P/S trade by Kkr Americas Fund Xii L.p., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d30+16.67%+2.42%+0.79%+1.63%+2.37%3.26
14d30+16.67%+13.87%+1.87%+12.01%+16.93%7.68
30d30+16.67%+5.45%+0.44%+5.00%+7.24%3.71
60d30+13.33%+9.87%+2.72%+7.15%+4.41%3.22
90d30+6.67%+44.38%+4.17%+40.26%+51.69%—
180d30(1 pending)+3.45%+28.41%+3.14%+25.27%+13.58%—
1y30(2 pending)+7.14%+88.34%+13.40%+74.93%+51.76%—
2y30(26 pending)+25.00%+280.74%+32.24%+248.50%+200.21%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
APP · 207,363 shares · as of Nov 21, 2024
027,637,62255,275,24582,912,867110,550,489202220232024SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 8 buys / 60 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
14,669,771$58.45$857.49M27,154,488Jun 5, 2026Jun 5, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
324,608——26,829,880Jun 5, 2026Jun 5, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
23,263——0Jun 5, 2026Jun 5, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
36,927——0Jun 5, 2026Jun 5, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
49,295——0Mar 4, 2026Mar 4, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
19,715,000$40.96$807.55M42,227,032Mar 4, 2026Mar 4, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
31,918——0Mar 4, 2026Mar 4, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
402,773——41,824,259Mar 4, 2026Mar 4, 2026 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
50,484——0Oct 22, 2025Oct 22, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
14,745,000$28.78$424.39M62,351,337Oct 22, 2025Oct 22, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
409,305——61,942,032Oct 22, 2025Oct 22, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
39,493——0Oct 22, 2025Oct 22, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
2,100,000$21.15$44.42M77,096,337Jun 24, 2025Jun 26, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
475,546——79,196,337Jun 12, 2025Jun 16, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
60,002——0Jun 12, 2025Jun 16, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALEGRANT
Gift
51,364——0Jun 12, 2025Jun 16, 2025 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
SALE
13,288,101$21.15$281.07M79,671,883Jun 12, 2025Jun 16, 2025 ↗View →
APP
APPLOVIN CORP
SALE
200$329.06$65.8K68,037Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
113,953$316.89$36.11M1,334,626Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
212,136$318.80$67.63M1,001,997Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
23,291$315.04$7.34M1,520,417Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
75,952$321.02$24.38M761,122Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
104,577$322.98$33.78M603,424Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
3,774,246$305.57$1.15B1,568,037Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
34,757$326.92$11.36M74,078Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
5,205,489——0Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
120,493$317.84$38.30M1,214,133Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
98,528$325.84$32.10M108,835Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
53,121$321.91$17.10M708,001Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
2,000$309.00$618.0K1,566,037Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
PURCHASE
5,205,489——5,342,283Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
71,838$315.69$22.68M1,448,579Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
164,923$319.81$52.74M837,074Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
5,841$327.88$1.92M68,237Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
6,900$313.82$2.17M1,543,708Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
68,037——0Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
5,122$312.83$1.60M1,550,608Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
4,897$311.84$1.53M1,555,730Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
5,410$310.16$1.68M1,560,627Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
217,168$323.90$70.34M386,256Nov 21, 2024Nov 25, 2024 ↗View →
APP
APPLOVIN CORP
SALE
178,893$324.94$58.13M207,363Nov 21, 2024Nov 25, 2024 ↗View →
BTSG
BRIGHTSPRING HEALTH SERVICES, INC.
PURCHASE
11,619,998$11.13$129.33M92,959,984Sep 11, 2024Sep 13, 2024 ↗View →
APP
APPLOVIN CORP
SALE
229,773——136,794May 13, 2024May 15, 2024 ↗View →
APP
APPLOVIN CORP
SALE
17,500,000$83.36$1.46B366,567May 13, 2024May 15, 2024 ↗View →
APP
APPLOVIN CORP
PURCHASE
17,700,000——17,866,567May 13, 2024May 15, 2024 ↗View →
APP
APPLOVIN CORP
SALE
17,700,000——5,205,489May 13, 2024May 15, 2024 ↗View →
APP
APPLOVIN CORP
SALE
19,866,397$54.46$1.08B583,493Mar 6, 2024Mar 8, 2024 ↗View →
APP
APPLOVIN CORP
SALE
416,926——166,567Mar 6, 2024Mar 8, 2024 ↗View →
APP
APPLOVIN CORP
SALE
16,000,000——22,905,489Mar 6, 2024Mar 8, 2024 ↗View →
APP
APPLOVIN CORP
PURCHASE
16,000,000——20,449,890Mar 6, 2024Mar 8, 2024 ↗View →
APP
APPLOVIN CORP
SALE
15,000,000$36.85$552.75M4,570,327Aug 21, 2023Aug 23, 2023 ↗View →
APP
APPLOVIN CORP
SALE
120,437——4,449,890Aug 21, 2023Aug 23, 2023 ↗View →
APP
APPLOVIN CORP
SALE
74,569——19,570,327Aug 14, 2023Aug 16, 2023 ↗View →
APP
APPLOVIN CORP
SALE
10,000,000$37.00$370.00M19,644,896Aug 14, 2023Aug 16, 2023 ↗View →
APP
APPLOVIN CORP
SALE
137,723——29,644,896Jun 1, 2023Jun 5, 2023 ↗View →
APP
APPLOVIN CORP
SALE
15,000,000$23.00$345.00M29,782,619Jun 1, 2023Jun 5, 2023 ↗View →
APP
APPLOVIN CORP
SALE
15,952,381$21.00$335.00M44,782,619May 17, 2023May 19, 2023 ↗View →
USFD
US FOODS HOLDING CORP.
SALE
161,237——371,044Mar 7, 2023Mar 9, 2023 ↗View →
USFD
US FOODS HOLDING CORP.
SALE
7,600,000$38.83$295.11M37Mar 7, 2023Mar 9, 2023 ↗View →
USFD
US FOODS HOLDING CORP.
PURCHASE
7,600,037$21.50$163.40M7,600,037Mar 7, 2023Mar 9, 2023 ↗View →
APP
APPLOVIN CORP
SALE
69,145,000——38,905,489Dec 7, 2021Dec 9, 2021 ↗View →
APP
APPLOVIN CORP
PURCHASE
69,145,000——69,145,000Dec 7, 2021Dec 9, 2021 ↗View →
APP
APPLOVIN CORP
SALE
8,410,000$80.51$677.09M60,735,000Dec 7, 2021Dec 9, 2021 ↗View →
APP
APPLOVIN CORP
PURCHASE
109,090,908——110,550,489Apr 19, 2021Apr 21, 2021 ↗View →
APP
APPLOVIN CORP
SALE
2,500,000——108,050,489Apr 19, 2021Apr 21, 2021 ↗View →
APP
APPLOVIN CORP
PURCHASE
2,500,000——2,500,000Apr 19, 2021Apr 21, 2021 ↗View →
APP
APPLOVIN CORP
SALE
2,500,000$77.90$194.76M0Apr 19, 2021Apr 21, 2021 ↗View →
APP
APPLOVIN CORP
SALE
109,090,908——0Apr 19, 2021Apr 21, 2021 ↗View →
Other insiders · APP
Loading peer insiders…
About this filer
CIK 0001666676
ROLE
10% Owner
PRIMARY
APP
COMPANIES
3
ACTIVE SINCE
Apr 2021
MARKETPEEL · /INSIDER/0001666676DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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