Ogborne 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	$8.75M	Sell	25,000 -20,000	-44%	-$7M	2.17%	9
2025 Q1	$11.9M	Buy	+45,000	New	+$11.9M	4.58%	7