22
APP
APPLOVIN CORP · Information Technology
Consensus score 22/100 · #20 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
4.3%
of their portfolios
Combined value
$1.24B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 10.0% | $126M | NEW |
| Lone Pine Capital Concentrated | 4.6% | $583M | ADD |
| Tiger Global Management Concentrated | 1.7% | $398M | TRIM |
| Davis Advisors Concentrated | 0.6% | $134M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.