Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
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
2026   Q1 335,810 0.61 Add 35.42% 0.16 $359.00–679.69 · VW $465.38i $133,654,972 SEC
2025   Q4 247,981 0.75 Add 10.92% 0.07 $489.30–738.01 · VW $618.93i $167,098,339 SEC
2025   Q3 223,574 0.84 Add 3.95% 0.03 $332.32–745.61 · VW $519.60i $160,646,862 SEC
2025   Q2 215,073 0.40 Add 31.94% 0.10 $200.50–428.99 · VW $321.57i $75,292,756 SEC
2025   Q1 163,011 0.25 Buy 0.25 $208.51–525.15 · VW $330.32i $43,193,025 SEC
Price snapshot:
Current price$442.85
Avg. buy price$354.16
+/- since buy25.04%
52-week low$342.11
52-week high$745.61