Ardmore Road Asset Management’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-10,500
Closed -$7.54M 76
2025
Q3
$7.54M Sell
10,500
-39,400
-79% -$18.2M 0.49% 49
2025
Q2
$17.5M Buy
+49,900
New +$16.2M 1.45% 25
2024
Q4
Sell
-50,000
Closed -$6.53M 39
2024
Q3
$6.53M Sell
50,000
-150,000
-75% -$13.7M 0.84% 36
2024
Q2
$16.6M Sell
200,000
-150,000
-43% -$11.6M 2.56% 15
2024
Q1
$24.2M Buy
350,000
+100,000
+40% +$5.29M 4.27% 10
2023
Q4
$9.96M Buy
250,000
+190,000
+317% +$7.45M 2.26% 16
2023
Q3
$2.4M Buy
+60,000
New +$2.13M 0.81% 28
2022
Q1
Sell
-75,000
Closed -$7.07M 20
2021
Q4
$7.07M Buy
+75,000
New +$6.99M 3.73% 12

Other funds holding APP