Spyglass Capital Management’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$89.3M Sell
2025
Q1
$80.1M Sell
2024
Q4
$102M Sell
2024
Q3
$107M Sell
2024
Q2
$87.2M Sell
2024
Q1
$101M Sell
2023
Q4
$60.3M Sell
2023
Q3
$75.2M Sell
2023
Q2
$62.9M Sell
2023
Q1
$41.8M Sell
2022
Q4
$29.2M Sell
2022
Q3
$60.9M Sell
2022
Q2
$113M Buy
2022
Q1
$167M Buy
2021
Q4
$206M Buy
2021
Q3
$139M Buy