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AppLovin

Sector Information Technology

3 letters mention AppLovin, from 3 managers.

• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 6 times
• Q2 2026 Greenhaven Road Capital · Q2 2026 letter ↗ Scott Miller · mentioned 4 times
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned 6 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.