Applovin Corporation (APP)

Applovin Corporation (APP $469.33)
- $469.33 P/E (TTM): 62.83X Cap: $152.44B
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NVIDIA Corporation (NVDA $181.77)
- $181.77 P/E (TTM): 57.42X Cap: $4.38T
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Constellation Software Inc. (CSU $4,393.00)
- $4,393.00 P/E (TTM): 112.85X Cap: $94.74B
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Celestica Inc. (CLS $274.73)
- $274.73 P/E (TTM): 42.27X Cap: $30.74B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.86)
- $194.86 P/E (TTM): 80.15X Cap: $253.20B
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Kraken Robotics Inc. (PNG $3.56)
- $3.56 P/E (TTM): 49.43X Cap: $1.09B
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CrowdStrike Holdings Inc. (CRWD $417.60)
- $417.60 Cap: $104.08B
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Applovin Corporation (APP $469.33)
- $469.33 P/E (TTM): 62.83X Cap: $152.44B
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Sportradar Group AG (SRAD $31.79)
- $31.79 Cap: $9.44B
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Lumine Group Inc. (LMN $47.69)
- $47.69 P/E (TTM): 186.23X Cap: $12.23B
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Nebius Group N.V. (NBIS $70.48)
- $70.48 Cap: $16.67B
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Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.

Read Answer Asked by Neil on August 13, 2025

Celestica Inc. (CLS $274.73)
- $274.73 P/E (TTM): 42.27X Cap: $30.74B
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goeasy Ltd. (GSY $210.31)
- $210.31 P/E (TTM): 12.57X Cap: $3.36B
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kneat.com inc. (KSI $5.38)
- $5.38 Cap: $511M
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Vitalhub Corp. (VHI $12.93)
- $12.93 P/E (TTM): 153.88X Cap: $725M
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Kratos Defense & Security Solutions Inc. (KTOS $68.05)
- $68.05 P/E (TTM): 513.15X Cap: $11.29B
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Vertiv Holdings LLC Class A (VRT $127.93)
- $127.93 P/E (TTM): 73.24X Cap: $47.74B
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Palantir Technologies Inc. (PLTR $160.87)
- $160.87 P/E (TTM): 529.13X Cap: $372.86B
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Applovin Corporation (APP $469.33)
- $469.33 P/E (TTM): 62.83X Cap: $152.44B
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Coinbase Global Inc (COIN $308.48)
- $308.48 P/E (TTM): 30.94X Cap: $79.26B
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Robinhood Markets Inc. (HOOD $108.80)
- $108.80 P/E (TTM): 55.78X Cap: $96.01B
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IonQ Inc. (IONQ $40.75)
- $40.75 Cap: $12.09B
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Propel Holdings Inc. (PRL $32.76)
- $32.76 P/E (TTM): 15.83X Cap: $1.27B
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Nebius Group N.V. (NBIS $70.48)
- $70.48 Cap: $16.67B
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SoundHound AI Inc. (SOUN $12.02)
- $12.02 Cap: $4.93B
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Rocket Lab Corporation (RKLB $48.13)
- $48.13 Cap: $23.07B
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Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry

Read Answer Asked by Terry on August 12, 2025

Applovin Corporation (APP $469.33)
- $469.33 P/E (TTM): 62.83X Cap: $152.44B
- View APP Profile
- View Questions on APP

Q: Your thoughts on the quarter? The share price seems to be rocketing today.

Read Answer Asked by Michael on August 08, 2025