Blue Grotto Capital’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,000
| Closed | -$13M | – | 27 |
|
|
2024
Q4 | $13M | Sell |
40,000
-110,000
| -73% | -$35.6M | 2.37% | 17 |
|
|
2024
Q3 | $19.6M | Sell |
150,000
-101,752
| -40% | -$13.3M | 3.64% | 14 |
|
|
2024
Q2 | $21M | Sell |
251,752
-174,622
| -41% | -$14.5M | 4.21% | 12 |
|
|
2024
Q1 | $29.5M | Buy |
+426,374
| New | +$29.5M | 5.99% | 5 |
|