← Top Holdings

APPAPPLOVIN CORP

CUSIP: 03831W108

6

Guru Owners

$3.15B

Total Value Held

4.7M

Total Shares

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

📊 Fundamentals

Market Cap$169.7B
P/E Ratio50.0x
Above market avg
Forward P/E24.8x
P/FCF62.9x
EPS (TTM)$10.04
Revenue (TTM)$5.5B
Profit Margin60.83%
Beta2.50

52-Week Range

$200.50
$745.61

Current: $502.14

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 50.0x trailing earnings → 24.8x forward · 60.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.07B$2.15B$3.22B$4.30BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '256 owners · $3.15B
REDUCEDPhilippe Laffont$1.47B
REDUCEDChase Coleman$871.2M
INCREASEDStephen Mandel$525.9M
INCREASEDChristopher Davis$167.1M
REDUCEDHenry Ellenbogen$110.1M
INCREASEDRay Dalio$6.6M
SOLDAndreas Halvorsen
Q3 '257 owners · $4.30B
INCREASEDPhilippe Laffont$1.63B
REDUCEDStephen Mandel$797.0M
INCREASEDChristopher Davis$160.6M
REDUCEDAndreas Halvorsen$116.8M
REDUCEDRay Dalio$17.6M
SOLDStanley Druckenmiller
Q2 '259 owners · $2.19B
INCREASEDChase Coleman$701.2M
REDUCEDPhilippe Laffont$635.7M
REDUCEDStephen Mandel$441.6M
INCREASEDAndreas Halvorsen$130.6M
INCREASEDChristopher Davis$75.3M
REDUCEDHenry Ellenbogen$65.8M
INCREASEDStanley Druckenmiller$31.3M
INCREASEDRay Dalio$2.6M
Q1 '259 owners · $1.68B
REDUCEDPhilippe Laffont$555.4M
NEWChase Coleman$442.0M
INCREASEDStephen Mandel$422.3M
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. 28.9%
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 6 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