Lone Pine Capital’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442M | Sell |
1,261,334
-332,594
| -21% | -$116M | 3.14% | 17 |
|
|
2025
Q1 | $422M | Buy |
1,593,928
+508,815
| +47% | +$135M | 3.65% | 16 |
|
|
2024
Q4 | $351M | Sell |
1,085,113
-1,284,753
| -54% | -$416M | 2.61% | 19 |
|
|
2024
Q3 | $309M | Sell |
2,369,866
-3,332,572
| -58% | -$435M | 2.31% | 22 |
|
|
2024
Q2 | $475M | Buy |
5,702,438
+382,767
| +7% | +$31.9M | 3.85% | 13 |
|
|
2024
Q1 | $368M | Buy |
+5,319,671
| New | +$368M | 2.91% | 18 |
|