MP
APP icon

Marcho Partners’s Applovin APP Stock Holding History

Marcho Partners’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
2021
Q4 		– Sell
-3,326,422
Closed -$241M – 13
2021
Q3 		$241M Buy
3,326,422
+947,215
+40% +$64.4M 15.11% 1
2021
Q2 		$179M Buy
+2,379,207
New +$164M 11.98% 3

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VVP
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SHIM
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BlackRock
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SCM
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Franklin Resources
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Goldman Sachs
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KC
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return