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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 335,810 0.61 Add 35.42% 0.16 $398.01 $133,654,972 SEC
2025   Q4 247,981 0.75 Add 10.92% 0.07 $673.84 $167,098,339 SEC
2025   Q3 223,574 0.84 Add 3.95% 0.03 $718.54 $160,646,862 SEC
2025   Q2 215,073 0.40 Add 31.94% 0.10 $350.08 $75,292,756 SEC
2025   Q1 163,011 0.25 Buy 0.25 $264.97 $43,193,025 SEC