Pat Dorsey's APP Position Overview
Pat Dorsey (via Dorsey Asset Management, LLC) currently holds 316,952 shares of AppLovin Corporation (APP) worth $126.15 M, representing 10.04% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Pat Dorsey has maintained this position in APP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 316,952 shares. Largest reduction occurred in Q4 2024, reducing 698,796 shares.
Analysis based on 13F filings available since 2013 Q2
Pat Dorsey's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Pat Dorsey
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +316,952 | New Buy | 316,952 | $398.00 |
| Q4 2024 | -698,796 | Sold Out | 0 | $0.00 |
| Q3 2024 | +698,796 | New Buy | 698,796 | $130.55 |
Pat Dorsey's AppLovin Corporation Investment FAQs
Pat Dorsey first purchased AppLovin Corporation (APP) in Q3 2024, acquiring 698,796 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Pat Dorsey has held AppLovin Corporation (APP) for 3 quarters since Q3 2024.
Pat Dorsey's largest addition to AppLovin Corporation (APP) was in Q3 2024, adding 698,796 shares worth $91.23 M.
According to the latest 13F filing for Q1 2026, Pat Dorsey's firm, Dorsey Asset Management, LLC, owns 316,952 shares of AppLovin Corporation (APP), valued at approximately $126.15 M.
As of the Q1 2026 filing, AppLovin Corporation (APP) represents approximately 10.04% of Pat Dorsey's publicly disclosed stock portfolio, making it one of their key holdings.
Pat Dorsey's peak holding in AppLovin Corporation (APP) was 698,796 shares, as reported at the end of Q3 2024.