Palestra 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	$64.8M	Buy	+185,000	New	+$64.8M	1.88%	23
2024 Q3	–	Sell	-918,256	Closed	-$76.4M	–	38
2024 Q2	$76.4M	Buy	+918,256	New	+$76.4M	3.02%	21