# Applovin (APP): value investors who own it | moatshark

3 value investors held Applovin in their Q3 2026 13F, led by Dorsey Asset Management, Fundsmith, Davis Selected Advisers.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Dorsey Asset Management | 14.5% | $226m | Added +39% | 2 |
| Fundsmith | 2.6% | $359m | New | 1 |
| Davis Selected Advisers | 0.7% | $163m | Trimmed -6.0% | 6 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis Global Fund | Davis Selected Advisers | 3.0% | $27.7m | 2026-07-31 |
| Fundsmith Equity ETF | Fundsmith | 2.1% | $163k | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/app). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.