LCM
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Logan Capital Management’s Applovin APP Stock Holding History

Logan Capital Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-82,358
Closed -$39.8M – 290
2025
Q4 		$55.5M Buy
82,358
+1,186
+1% +$747K 2.34% 8
2025
Q3 		$58.3M Sell
81,172
-11,205
-12% -$5.17M 2.46% 7
2025
Q2 		$32.3M Sell
92,377
-8,982
-9% -$2.91M 1.5% 11
2025
Q1 		$26.9M Sell
101,359
-8,413
-8% -$2.9M 1.22% 15
2024
Q4 		$35.5M Sell
109,772
-3,195
-3% -$808K 1.49% 10
2024
Q3 		$14.7M Sell
112,967
-65
-0.1% -$5.93K 0.61% 49
2024
Q2 		$9.41M Buy
113,032
+45,880
+68% +$3.56M 0.41% 74
2024
Q1 		$4.65M Buy
+67,152
New +$3.56M 0.2% 122

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