One name, Applovin Corp (APP), is 14.5% of what Pat Dorsey's Dorsey Asset Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 439K shares worth about $226.3M, the 2nd largest of 11 stock positions. Pat Dorsey added 39% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for APP?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 14.5% |
| Shares | 439K |
| Reported value | $226.3M |
| Rank in portfolio | 2nd of 11 |
| Largest holding | ASML at 16.61% |
| Top three holdings | 39.93% of the book |
| Change this quarter | +39% shares |
How concentrated is Pat Dorsey in APP?
APP at 14.5% is 1.6 times the average stock position in the Pat Dorsey portfolio, which is 9%. The largest holding is ASML at 16.61%. The three largest stocks together are 39.93% of the reported book. A quarter earlier APP was 10.04% of the book.
Where does APP sit in the Pat Dorsey portfolio?
APP ranks 2nd of 11 stock positions in the Pat Dorsey portfolio at 14.5%, above the fund's average stock position of 9%. The APP addition was the 3rd largest of the quarter's 11 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Pat Dorsey reported 11 stock positions, with no position opened or closed. The total portfolio value is about $1.6B, up 24% from the prior quarter.
How long has Pat Dorsey held APP?
Pat Dorsey first reported APP in the quarter ended September 30, 2024. The fund sold out of the name in 2024 Q4 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. Every reported trade is on the Pat Dorsey APP trade history page.
Did other funds buy or sell APP in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold APP. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyer of APP this quarter was Terry Smith. The largest sellers were Stephen Mandel and Chase Coleman III. Every tracked holder of APP is on the APP ownership page.
FAQ
What share of the Pat Dorsey portfolio is APP?
APP is 14.5% of the Pat Dorsey portfolio as of 2026 Q2, the 2nd largest of 11 stock positions.
What is the APP stake of Pat Dorsey worth?
Pat Dorsey holds 439K shares of APP, worth about $226.3M at June 30, 2026 prices, 14.5% of the reported portfolio.
What are the largest holdings of Pat Dorsey?
The largest stock positions of Pat Dorsey as of 2026 Q2 are ASML (16.61%), APP (14.5%) and RPRX (8.82%), together 39.93% of the book.
Did Pat Dorsey's Dorsey Asset Management change its APP position in 2026 Q2?
Pat Dorsey added 39% to the share count in 2026 Q2.