HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
AppLovin in 13 fund letters
→
Also pitched by Fundsmith Equity Fund
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Netflix
NFLX
Mastercard
MA
Uber
UBER
GE Vernova
GEV
Veeva Systems Inc.
VEEV
AppLovin — Fundsmith Equity Fund — Jun 2026 · HF Best Ideas
AppLovin — Fundsmith Equity Fund — Jun 2026 · HF Best Ideas