Terry Smith's APP Position Overview
Terry Smith (via Fundsmith Llp) currently holds 696,568 shares of AppLovin Corporation (APP) worth $358.89 M, representing 2.63% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Terry Smith has initiated a new position in APP, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +696,568 | New Buy | 696,568 | $515.23 |
Terry Smith's AppLovin Corporation Investment FAQs
Terry Smith first purchased AppLovin Corporation (APP) in Q2 2026, acquiring 696,568 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held AppLovin Corporation (APP) for 1 quarters since Q2 2026.
Terry Smith's largest addition to AppLovin Corporation (APP) was in Q2 2026, adding 696,568 shares worth $358.89 M.
According to the latest 13F filing for Q2 2026, Terry Smith's firm, Fundsmith Llp, owns 696,568 shares of AppLovin Corporation (APP), valued at approximately $358.89 M.
As of the Q2 2026 filing, AppLovin Corporation (APP) represents approximately 2.63% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in AppLovin Corporation (APP) was 696,568 shares, as reported at the end of Q2 2026.