Janus Henderson Mid Cap Growth Managed Account Q3 2025 Commentary [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
Stock selection in the information technology sector contributed to relative performance, while stock selection in the healthcare sector detracted. U.S. shares rose on positive corporate earnings news and hopes for Federal Reserve (Fed) rate cuts. Excitement around artificial intelligence (AI) was a strong driver of market gains, especially in sectors such as communication services. We remain committed to a disciplined, bottom-up investment approach that pursues growth opportunities while seeking to manage downside risk. Torsten Asmus/iStock via Getty Images At a glance Performance The Portfolio returned 4.36% (gross) and the Russell Midcap® Growth Index returned 2.78%. Contributors/detractors Stock selection in the information technology sector contributed to relative performance, while stock selection in the healthcare This article was written by Quick Insights Stock selection in information technology, particularly holdings like AppLovin and Flex, significa
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News
- Dow Jones Futures: Nvidia Tests Key Level; AppLovin, Apple, Palantir, Tesla In Buy Zones [Yahoo! Finance]Yahoo! Finance
- Columbia Select Mid Cap Growth Fund Q3 2025 Commentary [Seeking Alpha]Seeking Alpha
- This Year's Best Growth Stock Isn't What You Think It Is [Yahoo! Finance]Yahoo! Finance
- Stock Market Today: Dow Rises As Nvidia Rebounds; AppLovin, Palantir, Tesla Near Buy Points (Live Coverage) [Yahoo! Finance]Yahoo! Finance
- Is It Too Late to Consider AppLovin After Its 111.1% 2025 Surge? [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 12/19/25 - Form 4
- 12/10/25 - Form 4
- 12/10/25 - Form 4
- APP's page on the SEC website