Amazon is the second-largest position in the portfolio and has seen decent gains.
Source Post
Bought more AppLovin
Sep 25, 2026
The creator is "disgustingly bullish" on AppLovin (APP) and has increased their position to 8% of the portfolio, funded by a sale of Adobe (ADBE). They highlight the company's growth potential in e-commerce and other categories, as well as its conversion ratio thesis. The creator also mentions ASML as their biggest winner and position, Amazon (AMZN) in second place, Uber (UBER) as a current loser but still high conviction, and Zeta (ZETA) performing very well.
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ASML remains the creator's largest winner and biggest position in the portfolio.
The creator sold Adobe to fund a larger position in AppLovin, indicating a shift in focus rather than a bearish stance on Adobe itself.
The creator is "disgustingly bullish" on AppLovin and has increased their position to 8% of the portfolio, citing significant growth potential.
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APPbuy opened Sep 25, 2026
-15.89%