Position in APP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$162,575,158
+$28,922,778 QoQ
Shares Held
315,539
-6.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#78
of 1,447 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Davis Selected Advisers holds $162,575,158 across 1 Advertising Agencies name. APP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
315,539 | $162,575,158 |
All Filings in APP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,575,158 | 315,539 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $133,652,380 | 335,810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $167,094,557 | 247,981 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $160,646,861 | 223,574 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $75,292,755 | 215,073 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $43,193,024 | 163,011 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||