Applovin Corp Cl A
Conviction
26.7%
largest manager weight — the forward-looking number on this page
Consensus
3
independent managers holding
3 months
—
total return
6 months
—
total return
12 months
—
total return
36 months
—
total return
Who holds it
What a manager did last quarter carries more information than what they hold.
| Manager | % of their book | Last quarter |
|---|---|---|
KENSICO CAPITAL MANAGEMENT CORP 20 positions · 88.5% in top 10 | 26.7% | HOLD |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 11 positions · 99.4% in top 10 | 25.4% | HOLD |
Dorsey Asset Management, LLC 11 positions · 94.5% in top 10 | 10.0% | TRIM |
Signals
13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.
No signals yet.
The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.