Dorsey Asset Management, LLC: APPLOVIN CORP (APP): Quarterly 13F Position History
As of Q2 2026, Dorsey Asset Management, LLC reported 439,313 shares of APPLOVIN CORP (APP), worth $226.3M and representing 14.5% of its 13F equity book. Quarter-over-quarter share count change: + 122,361 (+38.6%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 439,313Shares Held (Latest Filing)
- $226.3MReported Market Value (Latest Filing)
- 14.5%Portfolio Weight (% of 13F Equity Book)
- +122,361Quarter-over-Quarter Share Change
- +$100.2MQuarter-over-Quarter Value Change
- 698,796Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 439,313 | +122,361 | +38.6% | $226.3M | 14.5% | $515.2 |
| Q1 2026 | 316,952 | +316,952 | – | $126.1M | 10.0% | $398.0 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 698,796 | -100.0% | $0 | 0.0% | – |
| Q3 2024 | 698,796 | – | – | $91.2M | 9.8% | $130.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsey Asset Management, LLC first disclose a APP position in 13F-HR filings?
Dorsey Asset Management, LLC first reported APPLOVIN CORP (APP) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Dorsey Asset Management, LLC's most recent quarter-over-quarter share-count change in APP?
Between Q1 2026 and Q2 2026, Dorsey Asset Management, LLC added 122,361 shares of APP (+38.6%), bringing the total reported position to 439,313 shares at a market value of $226.3M.
Does the implied price-per-share represent Dorsey Asset Management, LLC's cost basis in APP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.