Steadview 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
$76.9M Sell
219,680
-7,000
-3% -$2.45M 11.11% 4
2025
Q1
$60.1M Sell
226,680
-56,870
-20% -$15.1M 13.05% 4
2024
Q4
$91.8M Sell
283,550
-103,450
-27% -$33.5M 19% 2
2024
Q3
$50.5M Buy
387,000
+60,900
+19% +$7.95M 15.56% 3
2024
Q2
$27.1M Buy
326,100
+23,600
+8% +$1.96M 9.11% 5
2024
Q1
$20.9M Buy
+302,500
New +$20.9M 6.19% 7