LJCM
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Lee Johnson Capital Management’s Applovin APP Stock Holding History

Lee Johnson Capital 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 		$4.36M Buy
12,449
+1,491
+14% +$522K 1.5% 23
2025
Q1 		$2.9M Buy
+10,958
New +$2.9M 1.54% 24