KPM
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Kinetic Partners Management’s Applovin APP Stock Holding History

Kinetic Partners Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$41.7M Sell
119,176
-25,578
-18% -$8.95M 2.28% 19
2025
Q1 		$38.4M Sell
144,754
-93,200
-39% -$24.7M 2.75% 13
2024
Q4 		$77.1M Sell
237,954
-41,300
-15% -$13.4M 5.07% 6
2024
Q3 		$36.5M Buy
+279,254
New +$36.5M 2.53% 18