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APP
5 quarters

Position history for DAVIS SELECTED ADVISERS's holdings in APPLOVIN CORP

DAVIS SELECTED ADVISERS holds 335,810 shares of APP (APPLOVIN CORP), worth $133.7M as of 2026-Q1. The position was increased (+35.4% shares). APP represents 0.6% of DAVIS SELECTED ADVISERS's portfolio.

Current Value

$133.7M

Current Shares

335,810

Total Value Change

+$90.5M

Total Shares Change

+172,799

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
335,810
+35.4%
$133.7M0.6%$438.89
55
2025-Q4
Increased
247,981
+10.9%
$167.1M0.8%$693.71
48
2025-Q3
Increased
223,574
+4.0%
$160.6M0.8%$712.36
45
2025-Q2
Increased
215,073
+31.9%
$75.3M0.4%$333.78
45
2025-Q1
New
163,011
-
$43.2M0.2%$272.38
48

Other major holders of APP: VANGUARD GROUP INC, BlackRock, Inc., IEQ CAPITAL, LLC

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