Polymer Capital Management (HK)’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,342
| Closed | -$886K | – | 152 |
|
|
2025
Q1 | $886K | Sell |
3,342
-2,458
| -42% | -$651K | 0.15% | 88 |
|
|
2024
Q4 | $1.88M | Sell |
5,800
-5,700
| -50% | -$1.85M | 0.33% | 84 |
|
|
2024
Q3 | $1.5M | Buy |
+11,500
| New | +$1.5M | 0.35% | 70 |
|
|
2024
Q2 | – | Sell |
-3,800
| Closed | -$263K | – | 163 |
|
|
2024
Q1 | $263K | Buy |
+3,800
| New | +$263K | 0.07% | 140 |
|