Marsico 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 | $15.3M | Buy |
+43,658
| New | +$15.3M | 0.41% | 42 |
|
|
2025
Q1 | – | Sell |
-213,918
| Closed | -$69.3M | – | 64 |
|
|
2024
Q4 | $69.3M | Buy |
213,918
+145,262
| +212% | +$47M | 1.88% | 19 |
|
|
2024
Q3 | $8.96M | Buy |
68,656
+8,079
| +13% | +$1.05M | 0.25% | 44 |
|
|
2024
Q2 | $5.04M | Buy |
+60,577
| New | +$5.04M | 0.15% | 50 |
|