SHIM
Spruce House Investment Management’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720M | Hold |
2,057,024
| – | – | 26.57% | 2 |
|
|
2025
Q1 | $545M | Sell |
2,057,024
-1,050,000
| -34% | -$278M | 28.3% | 2 |
|
|
2024
Q4 | $1.01B | Sell |
3,107,024
-492,976
| -14% | -$160M | 36.98% | 1 |
|
|
2024
Q3 | $470M | Hold |
3,600,000
| – | – | 23.04% | 2 |
|
|
2024
Q2 | $300M | Sell |
3,600,000
-1,400,000
| -28% | -$117M | 19.73% | 2 |
|
|
2024
Q1 | $346M | Hold |
5,000,000
| – | – | 24.89% | 2 |
|
|
2023
Q4 | $199M | Hold |
5,000,000
| – | – | 15.66% | 3 |
|
|
2023
Q3 | $200M | Hold |
5,000,000
| – | – | 17.76% | 3 |
|
|
2023
Q2 | $129M | Hold |
5,000,000
| – | – | 14.7% | 4 |
|
|
2023
Q1 | $78.8M | Hold |
5,000,000
| – | – | 15.41% | 5 |
|
|
2022
Q4 | $52.7M | Buy |
5,000,000
+1,259,199
| +34% | +$13.3M | 13.96% | 4 |
|
|
2022
Q3 | $72.9M | Hold |
3,740,801
| – | – | 13.14% | 4 |
|
|
2022
Q2 | $129M | Sell |
3,740,801
-1,900,846
| -34% | -$65.5M | 18.6% | 3 |
|
|
2022
Q1 | $311M | Buy |
5,641,647
+641,647
| +13% | +$35.3M | 17.97% | 3 |
|
|
2021
Q4 | $471M | Hold |
5,000,000
| – | – | 14.78% | 3 |
|
|
2021
Q3 | $362M | Buy |
5,000,000
+2,200,000
| +79% | +$159M | 9.37% | 3 |
|
|
2021
Q2 | $210M | Buy |
+2,800,000
| New | +$210M | 5.01% | 5 |
|