Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,190,592
-$578,808 QoQ
Shares Held
5,504
+33.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Mar 31, 2026CallValue
$12,417,600
CallShares
31,200
PutValue
$10,825,600
PutShares
27,200
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, 2026Balyasny Asset Management L.P. holds $42,692,011 across 8 Advertising Agencies names. APP ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGNI |
Magnite, Inc.
|
1,500,443 | $17,825,262 | |
| 2 | DV |
DoubleVerify Holdings, Inc.
|
1,244,679 | $11,824,450 | |
| 3 | QNST |
Quinstreet, Inc
|
538,206 | $6,463,853 | |
| 4 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
1,382,052 | $3,275,463 | |
| 5 | APP |
AppLovin Corp
This page
|
5,504 | $2,190,592 | |
| 6 | WPP |
WPP plc
|
44,356 | $689,735 | |
| 7 | OMC |
Omnicom Group Inc.
|
4,696 | $353,655 | |
| 8 | STGW |
Stagwell Inc
|
10,970 | $69,001 |
All Filings in APP
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,417,600 | 31,200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $2,190,592 | 5,504 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $10,825,600 | 27,200 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $23,448,936 | 34,800 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $7,277,256 | 10,800 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $2,769,400 | 4,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,717,776 | 34,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $12,358,888 | 17,200 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,742,459 | 2,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,506,944 | 24,300 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $22,055,040 | 63,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $59,976,224 | 226,351 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $16,295,655 | 61,500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $1,086,377 | 4,100 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $6,994,728 | 21,600 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $106,166,046 | 327,845 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $12,953,200 | 40,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $3,263,750 | 25,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $1,342,315 | 10,282 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $1,958,250 | 15,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $2,080,500 | 25,000 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $50,026,205 | 601,132 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,248,300 | 15,000 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $345,892 | 4,997 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,420,283 | 587,711 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,215,143 | 30,409 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $1,666,193 | 158,233 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $11,192,812 | 203,247 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,420,635 | 121,161 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||