Polymer 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	$229K	Sell	653 -327	-33%	-$114K	0.03%	454
2025 Q1	$260K	Buy	+980	New	+$260K	0.07%	371