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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 2.56 SEC
2022   Q2 7,588,801 2.56 Reduce 27.65% 0.98 $34.44 $261,358,000 SEC
2022   Q1 10,488,722 3.54 Add 8.06% 0.26 $55.07 $577,614,000 SEC
2021   Q4 9,706,589 4.68 Buy 4.68 $94.26 $914,943,000 SEC