DCM
APP icon

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
2022
Q2 		– Sell
-300,000
Closed -$16.5M – 20
2022
Q1 		$16.5M Buy
+300,000
New +$19.1M 0.83% 19

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dorsal Capital Management's APP Position: Q1 2026 in Review

Dorsal Capital Management reduced its Applovin (APP) stake by 25% in Q1 2026, selling an estimated $12.1M and leaving 75,000 shares worth $29.9M. The position accounts for 1.16% of the portfolio, ranked #25.

Dorsal Capital Management first reported a position in APP in Q1 2022 and has held it in 7 quarters since. The position peaked at $67.4M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Dorsal Capital Management held 75,000 shares of Applovin worth $29.9M as of Q1 2026.
  • Dorsal Capital Management sold 25,000 Applovin shares in Q1 2026, an estimated $12.1M.
  • Applovin made up 1.16% of Dorsal Capital Management's portfolio in Q1 2026, its #25 holding.
  • Dorsal Capital Management first reported a position in Applovin in Q1 2022 and has held it in 7 quarters since.
  • Dorsal Capital Management's Applovin position peaked at $67.4M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Dorsal Capital Management's 13F filing for Q1 2026, filed 15 May 2026.