APP
AppLovin Corp
APP
Across the roster this quarter
+1 net buyers1 manager holds it
No crowd here. Whatever you think, it's your call.
New0
Added1
Held0
Trimmed0
Sold out0
Combined position
$226M
Across all holders
Average weight in book
14.5%
Largest: Dorsey at 14.5%
Average holding period
0.5 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
PD
Pat Dorsey
Dorsey Asset Management · $226M
14.5%
+39%Managers holding, last five years
Up from 0 to 1 managers. Crowding cuts both ways.
1
1
1
Q3'21Q2'26