Industry deep-dive
Internet Content & Information
Every super-investor and insider move tracked across 37 tickers in this industry.
Tickers
37
Combined value
$327.95B
Insider net (30d)
−$10.6M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest internet content & information books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $75.33B |
| 2 | Norges Bank Norway SWF | $72.76B |
| 3 | Howard Marks Oaktree Capital | $31.04B |
| 4 | Wellington Management | $29.58B |
| 5 | Ken Fisher Fisher Asset Mgmt | $18.38B |
| 6 | Baillie Gifford & Co | $11.40B |
| 7 | Dodge & Cox | $10.75B |
| 8 | Philippe Laffont Coatue | $7.96B |
| 9 | Chase Coleman Tiger Global | $7.24B |
| 10 | Warren Buffett Berkshire Hathaway | $5.59B |
| 11 | AQR Capital Management | $5.07B |
| 12 | First Eagle Investment Management | $4.94B |
Internet Content & Information valuation
Per-ticker scatter · medians from 2 covered tickers
P/E TTM
2 tickers
30.0×
median multiple
28.7×Internet Content & Information cohort31.2×
P/S TTM
2 tickers
9.4×
median multiple
8.6×Internet Content & Information cohort10.3×
P/B TTM
2 tickers
9.0×
median multiple
8.0×Internet Content & Information cohort9.9×
Gross margin
2 tickers
70.8%
median TTM
59.7%Internet Content & Information cohort82.0%
Operating margin
2 tickers
36.7%
median TTM
32.0%Internet Content & Information cohort41.4%
ROE
2 tickers
32.8%
median TTM
30.6%Internet Content & Information cohort35.0%
ROIC
2 tickers
19.9%
median TTM
18.0%Internet Content & Information cohort21.8%
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $119.33B |
| 2 | META | META PLATFORMS INC | $80.90B |
| 3 | GOOG | ALPHABET INC | $67.16B |
| 4 | BZ | KANZHUN LIMITED | $31.71B |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | $15.75B |
| 6 | RDDT | REDDIT INC | $5.61B |
| 7 | PINS | PINTEREST INC | $2.39B |
| 8 | Z | ZILLOW GROUP INC | $921.3M |
| 9 | SNAP | SNAP INC | $608.3M |
| 10 | TME | TENCENT MUSIC ENTMT GROUP | $562.8M |
| 11 | MTCH | MATCH GROUP INC NEW | $557.1M |
| 12 | UPWK | UPWORK INC | $502.0M |
| 13 | BIDU | BAIDU INC | $471.2M |
| 14 | ZG | ZILLOW GROUP INC | $360.2M |
| 15 | IAC | IAC INTERACTIVECORP NEW | $250.0M |
| 16 | STUB | STUBHUB HLDGS INC | $134.3M |
| 17 | EVER | EVERQUOTE INC | $87.2M |
| 18 | JOYY | JOYY INC | $83.2M |
| 19 | YELP | YELP INC | $76.4M |
| 20 | MOMO | HELLO GROUP INC | $75.9M |
| 21 | GRPN | GROUPON INC | $55.7M |
| 22 | NXDR | NEXTDOOR HOLDINGS INC | $46.3M |
| 23 | MAX | MEDIAALPHA INC | $43.5M |
| 24 | BMBL | BUMBLE INC | $39.3M |