Pat Dorsey - Dorsey Asset Management,
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 11
Portfolio value: $1,255,861,264
Holding/activity history for Applovin Corp. (APP)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
316,952 |
10.04 |
Buy
|
10.04 |
$398.00 |
$126,146,896 |
SEC |
| 2024 Q4 |
0 |
0.00 |
Sell 100.00%
|
9.83 |
|
|
SEC |
| 2024 Q3 |
698,796 |
9.83 |
Buy
|
9.83 |
$130.55 |
$91,227,818 |
SEC |