Sands 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
$286M Sell
817,346
-1,240,847
-60% -$434M 0.82% 33
2025
Q1
$545M Buy
2,058,193
+1,231,799
+149% +$326M 1.86% 19
2024
Q4
$268M Buy
+826,394
New +$268M 0.79% 32