Chris Davis's APP Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 247,981 shares of AppLovin Corporation (APP) worth $167.1 M, representing 0.75% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Chris Davis has maintained this position in APP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 52,062 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +24,407 | Add 10.92% | 247,981 | $673.84 |
| Q3 2025 | +8,501 | Add 3.95% | 223,574 | $718.54 |
| Q2 2025 | +52,062 | Add 31.94% | 215,073 | $350.08 |
| Q1 2025 | +163,011 | New Buy | 163,011 | $264.97 |
Chris Davis's AppLovin Corporation Investment FAQs
Chris Davis first purchased AppLovin Corporation (APP) in Q1 2025, acquiring 163,011 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held AppLovin Corporation (APP) for 4 quarters since Q1 2025.
Chris Davis's largest addition to AppLovin Corporation (APP) was in Q1 2025, adding 163,011 shares worth $43.19 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 247,981 shares of AppLovin Corporation (APP), valued at approximately $167.1 M.
As of the Q4 2025 filing, AppLovin Corporation (APP) represents approximately 0.75% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in AppLovin Corporation (APP) was 247,981 shares, as reported at the end of Q4 2025.