JCAM
Jericho Capital Asset Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734M | Sell |
2,095,319
-698,440
| -25% | -$245M | 9.77% | 1 |
|
|
2025
Q1 | $740M | Hold |
2,793,759
| – | – | 13.47% | 1 |
|
|
2024
Q4 | $905M | Sell |
2,793,759
-538,033
| -16% | -$174M | 12.92% | 1 |
|
|
2024
Q3 | $435M | Hold |
3,331,792
| – | – | 10.49% | 2 |
|
|
2024
Q2 | $277M | Sell |
3,331,792
-558,775
| -14% | -$46.5M | 8.34% | 2 |
|
|
2024
Q1 | $269M | Buy |
3,890,567
+2,525,240
| +185% | +$175M | 7.19% | 2 |
|
|
2023
Q4 | $54.4M | Buy |
+1,365,327
| New | +$54.4M | 1.67% | 21 |
|