Kensico 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 | $1.06B | Buy |
3,023,500
+144,500
| +5% | +$50.6M | 20.35% | 1 |
|
|
2025
Q1 | $763M | Buy |
2,879,000
+328,000
| +13% | +$86.9M | 17.19% | 1 |
|
|
2024
Q4 | $826M | Hold |
2,551,000
| – | – | 18.87% | 1 |
|
|
2024
Q3 | $333M | Buy |
2,551,000
+449,200
| +21% | +$58.6M | 8.85% | 3 |
|
|
2024
Q2 | $175M | Sell |
2,101,800
-47,900
| -2% | -$3.99M | 5.45% | 7 |
|
|
2024
Q1 | $149M | Sell |
2,149,700
-29,000
| -1% | -$2.01M | 4.9% | 9 |
|
|
2023
Q4 | $86.8M | Buy |
2,178,700
+208,700
| +11% | +$8.32M | 3.29% | 13 |
|
|
2023
Q3 | $78.7M | Sell |
1,970,000
-29,200
| -1% | -$1.17M | 3.34% | 13 |
|
|
2023
Q2 | $51.4M | Buy |
1,999,200
+364,700
| +22% | +$9.38M | 2.08% | 18 |
|
|
2023
Q1 | $25.7M | Buy |
1,634,500
+144,500
| +10% | +$2.28M | 1.15% | 20 |
|
|
2022
Q4 | $15.7M | Sell |
1,490,000
-110,000
| -7% | -$1.16M | 0.75% | 24 |
|
|
2022
Q3 | $31.2M | Buy |
1,600,000
+565,000
| +55% | +$11M | 1.61% | 17 |
|
|
2022
Q2 | $35.6M | Buy |
+1,035,000
| New | +$35.6M | 1.6% | 18 |
|