TwinBeech Capital’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1M | Sell |
131,761
-116,815
| -47% | -$40.9M | 1.05% | 21 |
|
|
2025
Q1 | $65.9M | Buy |
248,576
+205,340
| +475% | +$54.4M | 1.2% | 7 |
|
|
2024
Q4 | $14M | Buy |
+43,236
| New | +$14M | 0.24% | 126 |
|
|
2024
Q2 | – | Sell |
-16,775
| Closed | -$1.16M | – | 523 |
|
|
2024
Q1 | $1.16M | Sell |
16,775
-330,177
| -95% | -$22.9M | 0.02% | 401 |
|
|
2023
Q4 | $13.8M | Buy |
346,952
+156,885
| +83% | +$6.25M | 0.22% | 137 |
|
|
2023
Q3 | $7.6M | Buy |
+190,067
| New | +$7.6M | 0.15% | 193 |
|
|
2023
Q1 | – | Sell |
-921,564
| Closed | -$9.7M | – | 600 |
|
|
2022
Q4 | $9.7M | Buy |
+921,564
| New | +$9.7M | 0.18% | 156 |
|
|
2022
Q3 | – | Sell |
-307,007
| Closed | -$10.6M | – | 614 |
|
|
2022
Q2 | $10.6M | Buy |
+307,007
| New | +$10.6M | 0.47% | 60 |
|