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Greenhaven Road Capital's investment thesis on AppLovin Corp. ($APP) — Q2 2026 | Buyside Digest

$APPNYSEAppLovin Corp.

NEUTRAL

Greenhaven Road Capital—APP

Fund Letter

Q2 2026

Published August 14, 2026

$340.84USD

+6.3% vs last month

$305.77Pitched

+11.5% since pitch

Market Cap$114.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Greenhaven Road returned 11% net in Q2 2026 but remains below target performance levels. The manager is...

— Scott

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