LongAPPSep 2026
AppLovin Corporation
Greenhaven initiated a roughly 1% position in AppLovin as part of a small basket of AI beneficiaries. The fund views AppLovin as one of the strongest examples of AI being…
APP
1 published idea on AppLovin Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on AppLovin Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Greenhaven initiated a roughly 1% position in AppLovin as part of a small basket of AI beneficiaries. The fund views AppLovin as one of the strongest examples of AI being…