Dorsal Capital 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
$35M Sell
100,000
-80,000
-44% -$28M 0.93% 20
2025
Q1
$47.7M Buy
+180,000
New +$47.7M 1.46% 21
2022
Q3
Sell
-1,650,000
Closed -$56.8M 23
2022
Q2
$56.8M Buy
1,650,000
+800,000
+94% +$27.6M 3.7% 12
2022
Q1
$46.8M Buy
+850,000
New +$46.8M 2.34% 14