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Dorsey Asset Management’s Applovin APP Stock Holding History

Dorsey Asset 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 		$226M Buy
439,313
+122,361
+39% +$59.1M 14.5% 2
2026
Q1 		$126M Buy
+316,952
New +$153M 10.04% 4
2024
Q4 		– Sell
-698,796
Closed -$91.2M – 12
2024
Q3 		$91.2M Buy
+698,796
New +$63.8M 9.83% 4

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

Dorsey Asset Management's APP Position: Q2 2026 in Review

Dorsey Asset Management increased its Applovin (APP) stake by 39% in Q2 2026, buying an estimated $59.1M and bringing the position to 439,313 shares worth $226M. The position accounts for 14.5% of the portfolio, ranked #2.

Dorsey Asset Management first reported a position in APP in Q3 2024 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Dorsey Asset Management held 439,313 shares of Applovin worth $226M as of Q2 2026.
  • Dorsey Asset Management bought 122,361 Applovin shares in Q2 2026, an estimated $59.1M.
  • Applovin made up 14.5% of Dorsey Asset Management's portfolio in Q2 2026, its #2 holding.
  • Dorsey Asset Management first reported a position in Applovin in Q3 2024 and has held it in 3 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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