Scopus Asset 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	$54.3M	Buy	155,000 +40,000	+35%	+$14M	0.91%	19
2025 Q1	$30.5M	Sell	115,000 -250	-0.2%	-$66.2K	0.6%	37
2024 Q4	$37.3M	Buy	+115,250	New	+$37.3M	0.89%	24