12 Best Stocks to Buy for the AI Boom in the Second Half of 2026
Artificial intelligence continues to dominate Wall Street’s investment narrative heading into the second half of 2026.
Applovin Corp (APP)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 3,296,900 | $1,312,166,200 | +18% | 0.21% | |
| 2. | Kensico Capital Michael Lowenstein | 3,284,250 | $1,307,131,500 | +6% | 26.69% |
| 3. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 1,790,000 | $712,420,000 | -1% | 25.44% |
| 4. | Jericho Capital Asset Management Josh Resnick | 1,677,224 | $667,535,152 | -20% | 9.87% |
| 5. | 1,633,300 | $650,053,400 | +9% | 0.11% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.00 | 25,000 | $1,500,000.00 | 50,000 | 2021-08-17 | Filing | |
| $64.90 | 10,000 | $649,000.00 | 25,000 | 2021-05-18 | Filing | |
| $58.41 | 15,000 | $876,207.00 | 15,000 | 2021-05-17 | Filing | |
| $64.29 | 40,000 | $2,571,776.00 | 100,000 | 2021-05-18 | Filing | |
| $60.00 | 60,000 | $3,600,228.00 | 60,000 | 2021-05-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $524.12 | 262 | $137,319.44 | 120,444 | 2026-07-06 | Filing | |
| $523.49 | 1,140 | $596,778.60 | 120,706 | 2026-07-06 | Filing | |
| $522.42 | 412 | $215,237.04 | 121,846 | 2026-07-06 | Filing | |
| $521.49 | 120 | $62,578.80 | 122,258 | 2026-07-06 | Filing | |
| $520.60 | 138 | $71,842.80 | 122,378 | 2026-07-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,115,870 | $574,929,700 | 7.52% | |
| 2. | 253,670 | $130,698,394 | 26.46% | |
| 3. | 76,580 | $39,456,313 | 0.22% | |
| 4. | 76,361 | $39,344,919 | 0.71% | |
| 5. | 37,150 | $19,140,795 | 0.16% |
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