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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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. 1,462 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.
1,462 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.