Freshford Capital Management’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.3M	Buy	78,082 +8,189	+12%	+$2.87M	6.33%	6
2025 Q1	$18.5M	Buy	+69,893	New	+$18.5M	5.04%	10