DGM
Delta Global Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
44,192
-32,946
| -43% | -$11.5M | 1.03% | 29 |
|
|
2025
Q1 | $20.4M | Buy |
77,138
+67,357
| +689% | +$17.8M | 1.47% | 21 |
|
|
2024
Q4 | $3.17M | Buy |
+9,781
| New | +$3.17M | 0.26% | 43 |
|
|
2024
Q3 | – | Sell |
-429,509
| Closed | -$35.7M | – | 42 |
|
|
2024
Q2 | $35.7M | Buy |
429,509
+132,724
| +45% | +$11M | 2.38% | 20 |
|
|
2024
Q1 | $20.5M | Buy |
+296,785
| New | +$20.5M | 1.56% | 26 |
|