Mount Lucas 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
$522K Sell
1,490
-5,040
-77% -$1.76M 0.22% 137
2025
Q1
$1.73M Buy
6,530
+986
+18% +$261K 0.56% 38
2024
Q4
$1.8M Sell
5,544
-1,173
-17% -$380K 0.63% 36
2024
Q3
$877K Buy
6,717
+158
+2% +$20.6K 0.3% 84
2024
Q2
$546K Buy
+6,559
New +$546K 0.16% 109