ARAM
Ardmore Road Asset Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
+49,900
| New | +$17.5M | 1.45% | 25 |
|
|
2024
Q4 | – | Sell |
-50,000
| Closed | -$6.53M | – | 39 |
|
|
2024
Q3 | $6.53M | Sell |
50,000
-150,000
| -75% | -$19.6M | 0.84% | 36 |
|
|
2024
Q2 | $16.6M | Sell |
200,000
-150,000
| -43% | -$12.5M | 2.53% | 15 |
|
|
2024
Q1 | $24.2M | Buy |
350,000
+100,000
| +40% | +$6.92M | 4.27% | 10 |
|
|
2023
Q4 | $9.96M | Buy |
250,000
+190,000
| +317% | +$7.57M | 2.26% | 16 |
|
|
2023
Q3 | $2.4M | Buy |
+60,000
| New | +$2.4M | 0.81% | 28 |
|
|
2022
Q1 | – | Sell |
-75,000
| Closed | -$7.07M | – | 20 |
|
|
2021
Q4 | $7.07M | Buy |
+75,000
| New | +$7.07M | 3.73% | 12 |
|