Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,792,602
-$191,345,752 QoQ
Shares Held
303,499
-34.5% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 96.79735353329006.ToString("F0")%
Shared 0.ToString("F0")%
None 3.2026464667099392.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Mar 31, 2026CallValue
$44,018,800
CallShares
110,600
PutValue
$79,520,400
PutShares
199,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $318,185,940 across 10 Advertising Agencies names. APP ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
303,499 | $120,792,602 | |
| 2 | TTD |
Trade Desk, Inc.
|
4,779,371 | $108,443,927 | |
| 3 | ZD |
Ziff Davis, Inc.
|
675,898 | $28,360,679 | |
| 4 | OMC |
Omnicom Group Inc.
|
280,035 | $21,089,435 | |
| 5 | QNST |
Quinstreet, Inc
|
892,119 | $10,714,348 | |
| 6 | WPP |
WPP plc
|
545,621 | $8,484,406 | |
| 7 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
3,110,228 | $7,371,240 | |
| 8 | CRTO |
Criteo S.A.
|
363,334 | $6,514,578 |
All Filings in APP
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,792,602 | 303,499 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $44,018,800 | 110,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $79,520,400 | 199,800 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $312,138,354 | 463,237 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $98,040,810 | 145,500 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $134,090,180 | 199,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $134,438,834 | 187,100 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $191,706,472 | 266,800 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $352,962,655 | 491,222 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $207,877,504 | 593,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $142,797,632 | 407,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $653,162,459 | 1,865,752 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,463,013 | 182,900 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $104,371,683 | 393,900 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $62,371,023 | 235,389 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $116,222,587 | 358,900 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $466,676,918 | 1,441,117 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $166,124,790 | 513,000 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $31,110,065 | 238,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $13,015,835 | 99,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $83,471,450 | 639,383 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,873,723 | 46,548 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $21,254,388 | 255,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $6,274,788 | 75,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $7,378,852 | 106,600 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $2,436,544 | 35,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $3,643,117 | 52,631 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $26,985,623 | 677,180 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $1,083,920 | 27,200 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $339,660 | 8,500 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $346,500 | 22,000 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $8,960,145 | 850,916 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $200,070 | 19,000 | Call | Defined | 2023-02-14 | |
| 2022-06-30 | $1,484,364 | 43,100 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $5,450,853 | 158,271 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $344,400 | 10,000 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $1,954,985 | 35,500 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $550,700 | 10,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $28,426,418 | 516,187 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,591,997 | 345,767 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $942,600 | 10,000 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $526,925 | 7,281 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||