Davis Selected Advisers’s Applovin APP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3M Buy
215,073
+52,062
+32% +$18.2M 0.4% 45
2025
Q1
$43.2M Buy
+163,011
New +$43.2M 0.25% 46