Chris Davis's APP Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 223,574 shares of AppLovin Corporation (APP) worth $160.65 M, representing 0.84% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +163,011 | New Buy | 163,011 | $264.97 |
| Q2 2025 | +52,062 | Add 31.94% | 215,073 | $350.08 |
| Q3 2025 | +8,501 | Add 3.95% | 223,574 | $718.54 |
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 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to AppLovin Corporation (APP) was in Q1 2025, adding 163,011 shares worth $43.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 223,574 shares of AppLovin Corporation (APP), valued at approximately $160.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AppLovin Corporation (APP) represents approximately 0.84% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in AppLovin Corporation (APP) was 223,574 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.