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Baker Avenue Asset Management’s Applovin APP Stock Holding History

Baker Avenue Asset Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.8M Buy
135,301
+52,752
+64% +$25.5M 1.23% 20
2025
Q4 		$55.6M Sell
82,549
-926
-1% -$583K 1.28% 20
2025
Q3 		$60M Buy
83,475
+66,473
+391% +$30.7M 1.44% 17
2025
Q2 		$5.95M Sell
17,002
-338
-2% -$110K 0.17% 109
2025
Q1 		$4.59M Sell
17,340
-1,719
-9% -$592K 0.14% 127
2024
Q4 		$6.17M Sell
19,059
-12,740
-40% -$3.22M 0.19% 102
2024
Q3 		$4.15M Sell
31,799
-5,494
-15% -$501K 0.13% 126
2024
Q2 		$3.1M Sell
37,293
-5,707
-13% -$443K 0.11% 136
2024
Q1 		$2.98M Sell
43,000
-12,000
-22% -$635K 0.12% 133
2023
Q4 		$2.19M Hold
55,000
– – 0.1% 153
2023
Q3 		$2.2M Buy
+55,000
New +$1.95M 0.11% 140
2023
Q2 		– Sell
-151,070
Closed -$2.38M – 1582
2023
Q1 		$2.38M Buy
+151,070
New +$1.98M 0.13% 123
2022
Q4 		– Sell
-132,960
Closed -$2.59M – 1554
2022
Q3 		$2.59M Buy
132,960
+100
+0.1% +$2.99K 0.17% 108
2022
Q2 		$4.58M Hold
132,860
– – 0.31% 78
2022
Q1 		$7.32M Sell
132,860
-15,687
-11% -$998K 0.4% 72
2021
Q4 		$14M Buy
+148,547
New +$13.8M 0.72% 46

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