Baillie Gifford trimmed APP · AppLovin Corporation
$1.5B · now 1.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$404 now
OUR VALUE
$404 today
low $117mid $155high $194
3 models, as of 2026-11-08.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。