Logan 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
$32.3M Sell
92,377
-8,982
-9% -$3.14M 1.5% 11
2025
Q1
$26.9M Sell
101,359
-8,413
-8% -$2.23M 1.22% 15
2024
Q4
$35.5M Sell
109,772
-3,195
-3% -$1.03M 1.49% 10
2024
Q3
$14.7M Sell
112,967
-65
-0.1% -$8.49K 0.61% 49
2024
Q2
$9.41M Buy
113,032
+45,880
+68% +$3.82M 0.41% 74
2024
Q1
$4.65M Buy
+67,152
New +$4.65M 0.2% 122