Pat Dorsey (Dorsey Asset Management) other APPLOVIN CORP
Pat Dorsey (Dorsey Asset Management) other $126.1M of disclosed value in APPLOVIN CORP.
Signal
Investor Move
Action
Other
Capital
$126.1M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
14
New
4
Reduced/Sold
8
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings Inc | New | $143.5M | 0.11% |
| APP | AppLovin Corporation | New | $126.1M | 0.1% |
| SPGI | S&P Global Inc. | New | $94.7M | 0.08% |
| AZO | AutoZone, Inc. | Sold out | $0 | 0.07% |
| DHR | Danaher Corporation | Reduced | $110M | 0.06% |
| UBER | Uber Technologies, Inc. | New | $78.4M | 0.06% |
| GOOG | Alphabet Inc. | Sold out | $0 | 0.05% |
| ENOV | Enovis Corporation | Sold out | $0 | 0.05% |
| RPRX | Royalty Pharma plc | Increased | $109.2M | 0.02% |
| AER | AerCap Holdings N.V. | Reduced | $154.1M | 0.02% |
| ASML | ASML Holding N.V. | Reduced | $185.3M | 0.02% |
| BKNG | Booking Holdings Inc. | Reduced | $69.2M | 0.01% |
| META | Meta Platforms, Inc. | Reduced | $92.5M | 0.01% |
| LYV | LIVE NATION ENTERTAINMENT IN | Increased | $92.7M | 0.01% |