← Top Holdings

APPAPPLOVIN CORP

CUSIP: 03831W108

7

Guru Owners

$3.60B

Total Value Held

5.3M

Total Shares

$1.47B
3.69%
$871.2M
2.93%
$525.9M
3.86%
$451.0M
4.21%
$167.1M
0.75%
$110.1M
1.04%
$6.6M
0.02%

📊 Fundamentals

Market Cap$163.8B
P/E Ratio48.4x
Above market avg
Forward P/E24.0x
P/FCF60.7x
EPS (TTM)$10.02
Revenue (TTM)$5.5B
Profit Margin60.83%
Beta2.50

52-Week Range

$227.05
$745.61

Current: $484.77

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 48.4x trailing earnings → 24.0x forward · 60.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.22B$2.45B$3.67B$4.90BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '257 owners · $3.60B
REDUCEDPhilippe Laffont$1.47B
REDUCEDChase Coleman$871.2M
INCREASEDStephen Mandel$525.9M
REDUCEDDan Sundheim$451.0M
INCREASEDChristopher Davis$167.1M
REDUCEDHenry Ellenbogen$110.1M
INCREASEDRay Dalio$6.6M
SOLDAndreas Halvorsen
Q3 '258 owners · $4.90B
INCREASEDPhilippe Laffont$1.63B
REDUCEDStephen Mandel$797.0M
INCREASEDDan Sundheim$601.3M
INCREASEDChristopher Davis$160.6M
REDUCEDAndreas Halvorsen$116.8M
REDUCEDRay Dalio$17.6M
SOLDStanley Druckenmiller
Q2 '2510 owners · $2.47B
INCREASEDChase Coleman$701.2M
REDUCEDPhilippe Laffont$635.7M
REDUCEDStephen Mandel$441.6M
REDUCEDDan Sundheim$276.6M
INCREASEDAndreas Halvorsen$130.6M
INCREASEDChristopher Davis$75.3M
REDUCEDHenry Ellenbogen$65.8M
INCREASEDStanley Druckenmiller$31.3M
INCREASEDRay Dalio$2.6M
Q1 '2510 owners · $1.89B
REDUCEDPhilippe Laffont$555.4M
NEWChase Coleman$442.0M
INCREASEDStephen Mandel$422.3M
NEWDan Sundheim$209.3M
NEWHenry Ellenbogen$88.9M
INCREASEDStephen Mandel$83.6M
NEWChristopher Davis$43.2M
REDUCEDAndreas Halvorsen$36.3M
NEWStanley Druckenmiller$10.7M
INCREASEDRay Dalio$1.7M
Q4 '244 owners · $1.30B
INCREASEDPhilippe Laffont$744.1M
REDUCEDStephen Mandel$351.4M
INCREASEDRay Dalio$159.6M
NEWAndreas Halvorsen$48.2M
SOLDPat Dorsey
Q3 '244 owners · $695.6M
REDUCEDStephen Mandel$309.4M
REDUCEDPhilippe Laffont$260.3M
NEWPat Dorsey$91.2M
REDUCEDRay Dalio$34.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
29%analyst est. 29.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
49.2%current: 49.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

APP: Held by 7 superinvestors · 24 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002025-12-19
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
SELLRo KhannaD
$1,001 - $15,0002025-11-03
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
BUYGil CisnerosD
$1,001 - $15,0002025-10-09
BUYRo KhannaD
$15,001 - $50,0002025-10-07
BUYGil CisnerosD
$1,001 - $15,0002025-07-01
BUYRob BresnahanR
$1,001 - $15,0002025-06-06
BUYJosh GottheimerD
$1,001 - $15,0002025-05-28
SELLRo KhannaD
$1,001 - $15,0002025-05-21
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
SELLJosh GottheimerD
$1,001 - $15,0002025-04-16
SELLJosh GottheimerD
$1,001 - $15,0002025-04-14
BUYJefferson ShreveR
$15,001 - $50,0002025-04-07
BUYJosh GottheimerD
$1,001 - $15,0002025-03-13
SELLJefferson ShreveR
$15,001 - $50,0002025-03-05
SELLRob BresnahanR
$1,001 - $15,0002025-02-26
SELLRob BresnahanR
$1,001 - $15,0002025-02-25
BUYJefferson ShreveR
$15,001 - $50,0002025-02-24
SELLRo KhannaD
$1,001 - $15,0002025-02-19