Spyglass 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 | $89.3M | Sell |
255,187
-47,037
| -16% | -$16.5M | 5.27% | 4 |
|
|
2025
Q1 | $80.1M | Sell |
302,224
-12,837
| -4% | -$3.4M | 5.5% | 5 |
|
|
2024
Q4 | $102M | Sell |
315,061
-503,048
| -61% | -$163M | 5.74% | 2 |
|
|
2024
Q3 | $107M | Sell |
818,109
-230,130
| -22% | -$30M | 7.01% | 1 |
|
|
2024
Q2 | $87.2M | Sell |
1,048,239
-406,385
| -28% | -$33.8M | 6.39% | 3 |
|
|
2024
Q1 | $101M | Sell |
1,454,624
-59,249
| -4% | -$4.1M | 6.71% | 1 |
|
|
2023
Q4 | $60.3M | Sell |
1,513,873
-368,175
| -20% | -$14.7M | 4.34% | 9 |
|
|
2023
Q3 | $75.2M | Sell |
1,882,048
-561,519
| -23% | -$22.4M | 5.89% | 1 |
|
|
2023
Q2 | $62.9M | Sell |
2,443,567
-207,400
| -8% | -$5.34M | 4.54% | 8 |
|
|
2023
Q1 | $41.8M | Sell |
2,650,967
-124,215
| -4% | -$1.96M | 3.15% | 18 |
|
|
2022
Q4 | $29.2M | Sell |
2,775,182
-349,059
| -11% | -$3.68M | 2.35% | 23 |
|
|
2022
Q3 | $60.9M | Sell |
3,124,241
-150,146
| -5% | -$2.93M | 4.31% | 12 |
|
|
2022
Q2 | $113M | Buy |
3,274,387
+246,313
| +8% | +$8.48M | 6.27% | 1 |
|
|
2022
Q1 | $167M | Buy |
3,028,074
+844,140
| +39% | +$46.5M | 5.7% | 3 |
|
|
2021
Q4 | $206M | Buy |
2,183,934
+263,091
| +14% | +$24.8M | 5.46% | 4 |
|
|
2021
Q3 | $139M | Buy |
+1,920,843
| New | +$139M | 3.19% | 18 |
|