Anomaly Capital Management’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,754	Closed	-$4.17M	–	34
2025 Q1	$4.17M	Sell	15,754 -183,410	-92%	-$48.6M	0.19%	28
2024 Q4	$64.5M	Buy	+199,164	New	+$64.5M	1.91%	21
2021 Q3	–	Sell	-101,425	Closed	-$7.62M	–	31
2021 Q2	$7.62M	Buy	+101,425	New	+$7.62M	0.48%	27