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Disclosery

Dorsey Asset Management, LLC: APP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dorsey Asset Management, LLC on APP, newest first. How the timeline and the estimate are built.

Dorsey Asset Management, LLC held 439,313 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,313 shares
    Change vs previous 13F +122,361 shares

    14.5% of the 13F portfolio, value $226,347,237.

    13F-HR 0001398344-26-014470 filed by Dorsey Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 316,952 shares
    Change vs previous 13F +316,952 shares

    10.04% of the 13F portfolio, value $126,146,896.

    13F-HR 0001398344-26-009218 filed by Dorsey Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -698,796 shares

    13F-HR 0001398344-25-002824 filed by Dorsey Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 698,796 shares
    Change vs previous 13F not available

    9.83% of the 13F portfolio, value $91,227,818.

    13F-HR 0001398344-24-020708 filed by Dorsey Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).