Contrarius Investment Management’s Applovin APP Stock Holding History

Contrarius Investment 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
2024 Q3	$10.7M	Sell	81,756 -80,778	-50%	-$7.37M	0.61%	25
2024 Q2	$13.5M	Sell	162,534 -47,958	-23%	-$3.72M	0.85%	21
2024 Q1	$14.6M	Buy	210,492 +26,447	+14%	+$1.4M	0.84%	25
2023 Q4	$7.33M	Buy	+184,045	New	+$7.21M	0.4%	36
2023 Q3	–	Sell	-306,313	Closed	-$7.88M	–	53
2023 Q2	$7.88M	Sell	306,313 -330,838	-52%	-$6.83M	0.42%	35
2023 Q1	$10M	Buy	+637,151	New	+$8.35M	0.53%	28

Other funds holding APP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Contrarius Investment Management's APP Position: Q3 2024 in Review

Contrarius Investment Management reduced its Applovin (APP) stake by 50% in Q3 2024, selling an estimated $7.37M and leaving 81,756 shares worth $10.7M. The position accounts for 0.61% of the portfolio, ranked #25.

Contrarius Investment Management first reported a position in APP in Q1 2023 and has held it in 6 quarters since. The position peaked at $14.6M in Q1 2024. 703 funds tracked by Wall St. Rank hold APP as of Q3 2024.

Contrarius Investment Management held 81,756 shares of Applovin worth $10.7M as of Q3 2024.
Contrarius Investment Management sold 80,778 Applovin shares in Q3 2024, an estimated $7.37M.
Applovin made up 0.61% of Contrarius Investment Management's portfolio in Q3 2024, its #25 holding.
Contrarius Investment Management first reported a position in Applovin in Q1 2023 and has held it in 6 quarters since.
Contrarius Investment Management's Applovin position peaked at $14.6M in Q1 2024.
703 funds tracked by Wall St. Rank held Applovin as of Q3 2024.

Based on Contrarius Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.