Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$126,146,896
+$34,919,079 QoQ
Shares Held
316,952
-54.6% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
10.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Dorsey Asset Management, LLC holds $126,146,896 across 1 Advertising Agencies name. APP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
316,952 | $126,146,896 |
All Filings in APP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,146,896 | 316,952 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $91,227,817 | 698,796 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||