APP
Applovin Corp-class A
5 of the 83 super-investors we track hold APP, worth a combined $1.14B per their latest 13F filings. The largest position: Pat Dorsey at 14.5% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 43 of 100 (how strongly the cohort backs it) — ranked #88 of 742 stocks. The stock is up 5.2x since a tracked investor first held it at conviction size (Q2 2021 or earlier).
Held through it: Stephen Mandel (9q straight), Chase Coleman (5q straight), Vulcan Value Partners (3q straight) and 4 more. All multibaggers the cohort held →
Why super-investors own APP
APP is held by 5 super-investors in our cohort, with a combined position value of $1.1B. The highest-conviction owner is Pat Dorsey at 14.5% of their portfolio. Cohort ownership has shrunk from 6 to 5 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q2How 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 | 3.3% | 10q | $537M | 1,042,268 |
| 2 | Pat Dorsey | 14.5% | 3q | $226M | 439,313 |
| 3 | Christopher Davis | 0.7% | 6q | $163M | 315,539 |
| 4 | Terry Smith | 2.7% | — 1q | $121M | 233,921 |
| 5 | Joel Greenblatt | 0.1% | 21q | $96M | 186,604 |
Owners of APP also hold
Congress is trading APP
Congress tracker →- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-05-15
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerossold$15,001 - $50,000 · 2026-03-18
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-02-10
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-02-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Pat Dorsey | ADD | 14.5% | +39% | $226M | Aug 14, 2026 |
| Stephen Mandel | TRIM | 3.3% | -29% | $537M | Aug 14, 2026 |
| Terry Smith | NEW | 2.7% | +100% | $121M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 03831W108. Not investment advice.