Davis Selected Advisers
- SEC CIK
- 0001036325
- Latest filing
- Aug 11, 2026
APP holding history
AppLovin Corp in every 13F filed by Davis Selected Advisers, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
APP overviewAll 13F holders of APPFull Q2 2026 holdings
- Shares (Q2 2026)
- 315,539
- Value
- $162.7M
- % of portfolio
- 0.7%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 315,539 | $162.7M | 0.7% | −20,271−6.0% | Reduced | Holders |
| Q1 2026 | 335,810 | $133.7M | 0.6% | +87,829+35.4% | Added | Holders |
| Q4 2025 | 247,981 | $167.1M | 0.8% | +24,407+10.9% | Added | Holders |
| Q3 2025 | 223,574 | $160.6M | 0.8% | +8,501+4.0% | Added | Holders |
| Q2 2025 | 215,073 | $75.3M | 0.4% | +52,062+31.9% | Added | Holders |
| Q1 2025 | 163,011 | $43.2M | 0.2% | +163,011 | New | Holders |