Philosophy Capital Management’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-607,462	Closed	-$15.6M	–	26
2023 Q2	$15.6M	Sell	607,462 -855,861	-58%	-$22M	1.26%	11
2023 Q1	$23M	Buy	1,463,323 +162,490	+12%	+$2.56M	2.19%	11
2022 Q4	$13.7M	Buy	+1,300,833	New	+$13.7M	1.68%	15