Dorsey Asset Management — APP

How Dorsey Asset Management's position in Applovin Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q1 2026

Latest value

$226,347,237

Latest weight

14.5%

Peak weight

14.5%

Shares since first

+38.6%

Position Trend

Shares, value, and weight from first report to latest report.

Dorsey Asset Management first reported 316,952 shares in Q1 2026 and most recently reported 439,313 shares in Q2 2026. Portfolio weight peaked at 14.5% in Q2 2026; the low reported weight was 10% in Q1 2026.

Since the first report, shares are +38.6% and reported value is +79.4%. Latest move: ADD