Marcho Partners’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,326,422
Closed -$241M 12
2021
Q3
$241M Buy
3,326,422
+947,215
+40% +$68.5M 15.11% 1
2021
Q2
$179M Buy
+2,379,207
New +$179M 11.98% 3