Keenan Capital’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.3M | Buy |
266,510
+1,000
| +0.4% | +$350K | 21.79% | 1 |
|
|
2025
Q1 | $70.4M | Buy |
265,510
+85,783
| +48% | +$22.7M | 16.18% | 2 |
|
|
2024
Q4 | $58.2M | Sell |
179,727
-382,563
| -68% | -$124M | 11.76% | 4 |
|
|
2024
Q3 | $73.4M | Sell |
562,290
-196,000
| -26% | -$25.6M | 16.25% | 2 |
|
|
2024
Q2 | $63.1M | Sell |
758,290
-164,740
| -18% | -$13.7M | 15.45% | 2 |
|
|
2024
Q1 | $63.9M | Sell |
923,030
-340,907
| -27% | -$23.6M | 16.36% | 1 |
|
|
2023
Q4 | $50.4M | Sell |
1,263,937
-382,000
| -23% | -$15.2M | 11.87% | 3 |
|
|
2023
Q3 | $65.8M | Hold |
1,645,937
| – | – | 11.61% | 2 |
|
|
2023
Q2 | $42.3M | Hold |
1,645,937
| – | – | 7.59% | 9 |
|
|
2023
Q1 | $25.9M | Buy |
1,645,937
+550,000
| +50% | +$8.66M | 4.71% | 9 |
|
|
2022
Q4 | $11.5M | Sell |
1,095,937
-930,663
| -46% | -$9.8M | 2.31% | 11 |
|
|
2022
Q3 | $39.5M | Buy |
2,026,600
+748,963
| +59% | +$14.6M | 7.5% | 9 |
|
|
2022
Q2 | $44M | Sell |
1,277,637
-96,000
| -7% | -$3.31M | 8.37% | 7 |
|
|
2022
Q1 | $75.6M | Buy |
1,373,637
+80,925
| +6% | +$4.46M | 10.58% | 3 |
|
|
2021
Q4 | $122M | Hold |
1,292,712
| – | – | 15.39% | 1 |
|
|
2021
Q3 | $93.6M | Buy |
1,292,712
+546,000
| +73% | +$39.5M | 12.98% | 1 |
|
|
2021
Q2 | $56.1M | Buy |
+746,712
| New | +$56.1M | 7.69% | 7 |
|