CAM
Contour Asset Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-170,862
| Closed | -$45.3M | – | 30 |
|
|
2025
Q1 | $45.3M | Buy |
+170,862
| New | +$45.3M | 1.89% | 21 |
|
|
2024
Q1 | – | Sell |
-949,752
| Closed | -$37.8M | – | 29 |
|
|
2023
Q4 | $37.8M | Buy |
949,752
+486,097
| +105% | +$19.4M | 1.56% | 20 |
|
|
2023
Q3 | $18.5M | Buy |
+463,655
| New | +$18.5M | 0.88% | 25 |
|