TOMS Capital Investment 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	–	Sell	-113,000	Closed	-$29.9M	–	14
2025 Q1	$29.9M	Buy	+113,000	New	+$29.9M	0.91%	11