Pat Dorsey - Dorsey Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  AppLovin Corp. (APP)
← All APP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 316,952 10.04 Buy 10.04 $359.00–679.69 · VW $465.38i $126,146,896 SEC
2024   Q4 0 0.00 Sell 100.00% 9.83 $137.20–417.64 · VW $283.54i SEC
2024   Q3 698,796 9.83 Buy 9.83 $60.67–140.02 · VW $97.05i $91,227,818 SEC
Price snapshot:
Current price$442.85
Avg. buy price$398.00
+/- since buy11.27%
52-week low$342.11
52-week high$745.61