DCM
Discovery Capital Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Sell |
27,740
-1,300
| -4% | -$455K | 0.76% | 35 |
|
|
2025
Q1 | $7.69M | Sell |
29,040
-11,700
| -29% | -$3.1M | 0.92% | 28 |
|
|
2024
Q4 | $13.2M | Sell |
40,740
-202,460
| -83% | -$65.6M | 0.89% | 35 |
|
|
2024
Q3 | $31.7M | Buy |
243,200
+12,700
| +6% | +$1.66M | 3.87% | 9 |
|
|
2024
Q2 | $19.2M | Buy |
230,500
+158,000
| +218% | +$13.1M | 2.46% | 16 |
|
|
2024
Q1 | $5.02M | Buy |
+72,500
| New | +$5.02M | 0.66% | 30 |
|