STOCK

APP APPLOVIN CORP

Held by 17 of 73 curated managers · 17 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $134.2B
P/E (Trailing) 36.35
P/E (Forward) 18.43
PEG Ratio 1.13
Price/Book 56.84
Profit Margin 64.3%
Gross Margin 88.4%
Revenue Growth YoY 59.0%
Earnings Growth YoY 113.1%
Dividend Yield 0.0%
52-Week Range $358.55 – $745.61

Fundamentals: Yahoo Finance · Jul 30, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — APP

$1B$2.1B+0%+70%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 5 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding APP

  1. Lone Pine Capital LLC Growth equity concentrated on semiconductor exposure.
    Thematic Mega
    4.6% of portfolio
  2. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    3.5% of portfolio
  3. Coatue Management LLC Growth crossover.
    Thematic Mega
    1.8% of portfolio
  4. Tiger Global Management LLC Growth tech.
    Thematic Mega
    1.7% of portfolio
  5. Anderson Financial Strategies, LLC Small-cap growth with micro concentrated bets.
    Editorial pick
    1.0% of portfolio
  6. Ionic Capital Management LLC High-yield bond specialist with modest equity sleeve.
    Editorial pick
    0.5% of portfolio
  7. Renaissance Technologies LLC Quant. Different beast — opt in or out.
    Thematic Mega
    0.3% of portfolio
  8. Vanguard Group Inc. Passive indexer with modest active tilts.
    Name to know Mega
    0.2% of portfolio
  9. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    0.2% of portfolio
  10. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    0.2% of portfolio
EDITORIAL BRIEF

The editorial brief for APP is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Vivas Eduardo Aug 12, 2025 SELL $24.94M
  • Chen Herald Y Aug 12, 2025 SELL $20.97M
  • Vivas Eduardo Nov 10, 2025 SELL $20.10M
  • Vivas Eduardo Nov 10, 2025 SELL $17.44M
  • Chen Herald Y Aug 12, 2025 SELL $15.77M
CONGRESS TRADES · recent

No STOCK Act trades on file for APP.