C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  AppLovin Corp. (APP)
← All APP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 2.56 $19.34–40.56 · VW $30.21i SEC
2022   Q2 7,588,801 2.56 Reduce 27.65% 0.98 $27.04–58.27 · VW $38.34i $261,358,000 SEC
2022   Q1 10,488,722 3.54 Add 8.06% 0.26 $43.08–98.14 · VW $60.80i $577,614,000 SEC
2021   Q4 9,706,589 4.68 Buy 4.68 $71.21–116.09 · VW $94.29i $914,943,000 SEC
Price snapshot:
Current price$442.85
52-week low$342.11
52-week high$745.61