21
APP
APPLOVIN CORP · Information Technology
Consensus score 21/100 · #26 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-17.8%
21-day momentum
-20.9%
recent volume
1.00×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
5.3%
of their portfolios
Combined value
$1.28B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 14.5% | $226M | ADD |
| Lone Pine Capital Concentrated | 3.3% | $537M | TRIM |
| Fundsmith Concentrated | 2.6% | $359M | NEW |
| Davis Advisors Concentrated | 0.7% | $163M | TRIM |
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.