Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$864,156,121
+$196,620,969 QoQ
Shares Held
1,677,224
0.0% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
7.14%
of 13F equity value
Holder Rank
#25
of 1,447 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Jericho Capital Asset Management L.P. holds $1,034,023,072 across 2 Advertising Agencies names. APP ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
1,677,224 | $864,156,121 | |
| 2 | TTD |
Trade Desk, Inc.
|
9,395,296 | $169,866,951 |
All Filings in APP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,156,121 | 1,677,224 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $667,535,152 | 1,677,224 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,411,867,848 | 2,095,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,505,570,514 | 2,095,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $733,529,275 | 2,095,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $740,262,322 | 2,793,759 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $904,702,976 | 2,793,759 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $434,965,445 | 3,331,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $277,271,730 | 3,331,792 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,305,047 | 3,890,567 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,408,280 | 1,365,327 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||