Steadfast 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	$89.6M	Sell	255,911 -213,333	-45%	-$74.7M	1.6%	26
2025 Q1	$124M	Buy	469,244 +46,802	+11%	+$12.4M	3.3%	7
2024 Q4	$137M	Buy	+422,442	New	+$137M	2.78%	12