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Picton Mahoney Asset Management’s Applovin APP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
3,423
+3,412
+31,018% +$1.2M 0.01% 377
2025
Q1
$3K Sell
11
-59,851
-100% -$16.3M ﹤0.01% 636
2024
Q4
$19.4M Sell
59,862
-78,762
-57% -$25.5M 0.4% 37
2024
Q3
$18.1M Buy
138,624
+8,545
+7% +$1.12M 0.59% 41
2024
Q2
$10.8M Sell
130,079
-10,805
-8% -$899K 0.42% 79
2024
Q1
$9.75M Buy
140,884
+55,909
+66% +$3.87M 0.29% 87
2023
Q4
$3.39M Buy
+84,975
New +$3.39M 0.09% 149