Industry deep-dive
Internet Content & Information
Every super-investor and insider move tracked across 37 tickers in this industry.
Tickers
37
Combined value
$52.26T
Insider net (30d)
−$10.6M
Congress trades (30d)
1
Sector consensus moves
Latest 13F · 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 | Norges Bank Norway SWF | $72.76B |
| 2 | Ken Griffin Citadel Advisors | $39.87B |
| 3 | Wellington Management | $29.58B |
| 4 | Ken Fisher Fisher Asset Mgmt | $18.38B |
| 5 | Baillie Gifford & Co | $11.40B |
| 6 | Dodge & Cox | $10.75B |
| 7 | Izzy Englander Millennium Mgmt | $9.68B |
| 8 | Philippe Laffont Coatue | $7.96B |
| 9 | Chase Coleman Tiger Global | $7.24B |
| 10 | D.E. Shaw & Co. | $6.43B |
| 11 | Warren Buffett Berkshire Hathaway | $5.59B |
| 12 | AQR Capital Management | $5.07B |
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 | $24.53T |
| 2 | META | META PLATFORMS INC | $14.60T |
| 3 | GOOG | ALPHABET INC | $10.23T |
| 4 | MTCH | MATCH GROUP INC NEW | $545.91B |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | $530.96B |
| 6 | PINS | PINTEREST INC | $317.18B |
| 7 | BIDU | BAIDU INC | $283.63B |
| 8 | BZ | KANZHUN LIMITED | $170.56B |
| 9 | IAC | IAC INTERACTIVECORP NEW | $144.53B |
| 10 | ZG | ZILLOW GROUP INC | $130.19B |
| 11 | Z | ZILLOW GROUP INC | $127.97B |
| 12 | SNAP | SNAP INC | $125.57B |
| 13 | TME | TENCENT MUSIC ENTMT GROUP | $65.51B |
| 14 | ATHM | AUTOHOME INC | $64.22B |
| 15 | YELP | YELP INC | $63.99B |
| 16 | UPWK | UPWORK INC | $56.36B |
| 17 | MAX | MEDIAALPHA INC | $43.01B |
| 18 | SSTK | SHUTTERSTOCK INC | $42.85B |
| 19 | JOYY | JOYY INC | $42.55B |
| 20 | BMBL | BUMBLE INC | $31.94B |
| 21 | RDDT | REDDIT INC | $28.95B |
| 22 | MOMO | HELLO GROUP INC | $21.28B |
| 23 | BILI | BILIBILI INC | $18.68B |
| 24 | WB | WEIBO CORP | $17.15B |