Kensico Capital Management’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.24B Buy
2025
Q2
$1.06B Buy
2025
Q1
$763M Buy
2024
Q4
$826M Hold
2024
Q3
$333M Buy
2024
Q2
$175M Sell
2024
Q1
$149M Sell
2023
Q4
$86.8M Buy
2023
Q3
$78.7M Sell
2023
Q2
$51.4M Buy
2023
Q1
$25.7M Buy
2022
Q4
$15.7M Sell
2022
Q3
$31.2M Buy
2022
Q2
$35.6M Buy