3G Capital Partners’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.3M Hold
95,000
8.16% 8
2025
Q1
$25.2M Hold
95,000
7.23% 9
2024
Q4
$30.8M Sell
95,000
-155,000
-62% -$50.2M 8.82% 4
2024
Q3
$32.6M Buy
250,000
+15,000
+6% +$1.96M 11.01% 5
2024
Q2
$19.6M Sell
235,000
-90,000
-28% -$7.49M 7.52% 8
2024
Q1
$22.5M Buy
+325,000
New +$22.5M 9.45% 7