Back to DA Dorsey Asset Management, LLC
APP
4 quarters
Position history for DADorsey Asset Management, LLC's holdings in Applovin Corporation
Yes. Dorsey Asset Management holds 439,313 shares of APP (AppLovin), worth $226.3M, as of its Q2 2026 13F filing. It increased the position by 122,361 shares (+38.6%) from Q1 2026. Dorsey Asset Management has held APP since Q1 2026, across 2 quarterly 13F filings. APP is 14.5% of Dorsey Asset Management's reported 13F portfolio.
Current Value
$226.3M
Current Shares
439,313
Total Value Change
+$135.1M
Total Shares Change
-259,483
Quarter-by-Quarter History
Other major holders of APP: Vanguard Group Inc., BlackRock, Inc.