Bristlemoon Global Fund: AppLovin (APP) is an applied AI winner
Bristlemoon Capital, a global equity firm, published its “Bristlemoon Global Fund” investor letter for the first quarter of 2026. The Bristlemoon Global Fund returned -25.5 percent in the March 2026 quarter, with a return of -3.4 percent for March 2026, net of fees. A copy of the letter is available to download here. This was…