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Davis Selected Advisers’s Applovin APP Stock Holding History

Davis Selected Advisers’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163M Sell
315,539
-20,271
-6% -$9.78M 0.7% 34
2026
Q1 		$134M Buy
335,810
+87,829
+35% +$42.5M 0.61% 36
2025
Q4 		$167M Buy
247,981
+24,407
+11% +$15.4M 0.75% 34
2025
Q3 		$161M Buy
223,574
+8,501
+4% +$3.92M 0.84% 31
2025
Q2 		$75.3M Buy
215,073
+52,062
+32% +$16.9M 0.4% 45
2025
Q1 		$43.2M Buy
+163,011
New +$56.2M 0.25% 46

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Davis Selected Advisers's APP Position: Q2 2026 in Review

Davis Selected Advisers reduced its Applovin (APP) stake by 6% in Q2 2026, selling an estimated $9.78M and leaving 315,539 shares worth $163M. The position accounts for 0.7% of the portfolio, ranked #34.

Davis Selected Advisers first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $167M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Davis Selected Advisers held 315,539 shares of Applovin worth $163M as of Q2 2026.
  • Davis Selected Advisers sold 20,271 Applovin shares in Q2 2026, an estimated $9.78M.
  • Applovin made up 0.7% of Davis Selected Advisers's portfolio in Q2 2026, its #34 holding.
  • Davis Selected Advisers first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • Davis Selected Advisers's Applovin position peaked at $167M in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.