APP position history
The shares of AppLovin (APP) that Dorsey Asset Management, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q3: 698,796 shares, $91M, 9.8% of portfolio, New
- 2024 Q4: not held, Exit
- 2025 Q1: not held
- 2025 Q2: not held
- 2025 Q3: not held
- 2025 Q4: not held
- 2026 Q1: 316,952 shares, $126M, 10.0% of portfolio, New
- 2026 Q2: 439,313 shares, $226M, 14.5% of portfolio, Add +38.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|