APP position history
The shares of AppLovin (APP) that DAVIS SELECTED ADVISERS reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 163,011 shares, $43M, 0.25% of portfolio, New
- 2025 Q2: 215,073 shares, $75M, 0.40% of portfolio, Add +31.9%
- 2025 Q3: 447,148 shares, $321M, 1.7% of portfolio, Add +107.9%
- 2025 Q4: 247,981 shares, $167M, 0.75% of portfolio, Reduce −44.5%
- 2026 Q1: 335,810 shares, $134M, 0.61% of portfolio, Add +35.4%
- 2026 Q2: 315,539 shares, $163M, 0.70% of portfolio, Reduce −6.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|