APP
Applovin Corp-class A
5 super-investors hold APP worth a combined $1.29B. The largest position: Pat Dorsey at 10.0% of their portfolio. This quarter the cohort logged 2 buys and 2 sells on the name. Cohort Conviction Score: 40 — ranked #120 of 724 scored stocks.
Why super-investors own APP
Pat Dorsey initiated the most notable move this quarter, opening a position that immediately became his largest holding at 10.0% of his portfolio ($126M) — a high-conviction entry for a manager known for concentrated, quality-focused bets. Stephen Mandel added to his existing stake, now the cohort's largest in dollar terms at $583M (4.6% of his book). Countering that enthusiasm, Chase Coleman trimmed his $398M position and Henry Ellenbogen exited entirely. Owner count has been volatile — swinging between 1 and 4 over the past eight quarters and settling at 5 this period largely on Dorsey's arrival — suggesting the cohort remains divided rather than forming a durable consensus around APP.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.6% | 9q | $583M | 1,464,923 |
| 2 | Chase Coleman | 1.7% | 10q | $398M | 1,000,000 |
| 3 | Christopher Davis | 0.6% | 5q | $134M | 335,810 |
| 4 | Pat Dorsey | 10.0% | 2q | $126M | 316,952 |
| 5 | Joel Greenblatt | <0.1% | 20q | $53M | 133,261 |
Owners of APP also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 1.7% | -23% | $398M | May 15, 2026 |
| Henry Ellenbogen | EXIT | 1.0% | -100% | $0 | May 15, 2026 |
| Pat Dorsey | NEW | 10.0% | +100% | $126M | May 15, 2026 |
| Stephen Mandel | ADD | 4.6% | +88% | $583M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 03831W108. Not investment advice.