DCM
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Dorsal Capital Management’s Applovin APP Stock Holding History

Dorsal Capital Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75,000
Closed -$29.9M – 27
2026
Q1 		$29.9M Sell
75,000
-25,000
-25% -$12.1M 1.16% 25
2025
Q4 		$67.4M Buy
100,000
+10,000
+11% +$6.3M 2.34% 17
2025
Q3 		$64.7M Sell
90,000
-10,000
-10% -$4.61M 1.73% 22
2025
Q2 		$35M Sell
100,000
-80,000
-44% -$25.9M 0.93% 22
2025
Q1 		$47.7M Buy
+180,000
New +$62M 1.46% 22
2022
Q3 		– Sell
-1,650,000
Closed -$56.8M – 24
2022
Q2 		$56.8M Buy
1,650,000
+800,000
+94% +$32.2M 3.7% 12
2022
Q1 		$46.8M Buy
+850,000
New +$54.1M 2.34% 14

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorsal Capital Management's APP Position: Q2 2026 in Review

Dorsal Capital Management sold out of Applovin (APP) in Q2 2026, closing a stake of 75,000 shares — an estimated $29.9M sold.

Dorsal Capital Management first reported a position in APP in Q1 2022 and held it in 7 quarters. The position peaked at $67.4M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Dorsal Capital Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Dorsal Capital Management sold 75,000 Applovin shares in Q2 2026, an estimated $29.9M.
  • Dorsal Capital Management first reported a position in Applovin in Q1 2022 and held it in 7 quarters.
  • Dorsal Capital Management's Applovin position peaked at $67.4M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.