VVP
Vulcan Value Partners’s Applovin APP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,588,801
| Closed | -$261M | – | 38 |
|
|
2022
Q2 | $261M | Sell |
7,588,801
-2,899,921
| -28% | -$99.9M | 2.56% | 19 |
|
|
2022
Q1 | $578M | Buy |
10,488,722
+782,133
| +8% | +$43.1M | 3.54% | 15 |
|
|
2021
Q4 | $915M | Buy |
+9,706,589
| New | +$915M | 4.68% | 7 |
|