JCAM
APP icon

Jericho Capital Asset Management’s Applovin APP Stock Holding History

Jericho Capital Asset 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
2026
Q1 		$668M Sell
1,677,224
-418,095
-20% -$202M 9.87% 2
2025
Q4 		$1.41B Hold
2,095,319
– – 16.09% 1
2025
Q3 		$1.51B Hold
2,095,319
– – 15.67% 1
2025
Q2 		$734M Sell
2,095,319
-698,440
-25% -$226M 9.77% 1
2025
Q1 		$740M Hold
2,793,759
– – 13.47% 1
2024
Q4 		$905M Sell
2,793,759
-538,033
-16% -$136M 12.92% 1
2024
Q3 		$435M Hold
3,331,792
– – 10.49% 2
2024
Q2 		$277M Sell
3,331,792
-558,775
-14% -$43.4M 8.34% 2
2024
Q1 		$269M Buy
3,890,567
+2,525,240
+185% +$134M 7.19% 2
2023
Q4 		$54.4M Buy
+1,365,327
New +$53.5M 1.67% 21

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