TFJ 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
$27.3M Hold
77,843
21.27% 1
2025
Q1
$20.6M Sell
77,843
-7,679
-9% -$2.03M 19.53% 1
2024
Q4
$27.7M Buy
+85,522
New +$27.7M 24.94% 1