K2 PRINCIPAL FUND, L.P.

Position in APP — AppLovin Corp

CIK 1461790 TORONTO, A6

Back to APP Full portfolio

Position in APP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,007,064

+$1,155,458 QoQ

Shares Held

10,068

+137.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 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 Jun 30, 2025

CallValue

$245,056

CallShares

700

PutValue

PutShares

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, 2026

K2 PRINCIPAL FUND, L.P. holds $5,522,552 across 3 Advertising Agencies names. APP ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp This page	10,068	$4,007,064
2	STGW	Stagwell Inc	229,170	$1,441,479
3	EVC	Entravision Communications Corp	24,919	$74,009

All Filings in APP

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,007,064	10,068	+137.9%	Shares	Sole	2026-05-14
2025-12-31	$2,851,606	4,232	-26.9%	Shares	Sole	2026-02-13
2025-09-30	$4,158,909	5,788	+726.9%	Shares	Sole	2025-11-13
2025-06-30	$245,056	700	-88.6%	Call	Sole	2025-08-14
2025-06-30	$2,158,943	6,167	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.