AppLovin (APP) vs. U and TTD: Can AXON’s AI Advantage Outpace Execution Risks?
Is APP a good stock to buy? We came across a bullish thesis on AppLovin Corporation on Astute Optics - US’s Substack.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 9,051 | $2,628,682 | -89% | 0.06% |
| 2. | Bailard Inc Thomas Bailard | 4,180 | $1,214,131 | -58% | 0.02% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,021,459 | $296,662,337 | 3.99% | |
| 2. | 254,592 | $73,941,155 | 15.95% | |
| 3. | 77,852 | $22,610,556 | 0.12% | |
| 4. | 60,608 | $17,602,501 | 0.31% | |
| 5. | 54,869 | $15,935,604 | 0.1% |