Edgestream Partners, L.P.

Position in APP — AppLovin Corp

CIK 1535061 Princeton, NJ

Position in APP

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$1,326,932

-$2,804,258 QoQ

Shares Held

3,334

-45.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Communication Services · as of Mar 31, 2026

Edgestream Partners, L.P. holds $13,853,953 across 4 Advertising Agencies names. APP ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTD	Trade Desk, Inc.	231,910	$5,262,037
2	DV	DoubleVerify Holdings, Inc.	397,519	$3,776,430
3	ZD	Ziff Davis, Inc.	83,140	$3,488,554
4	APP	AppLovin Corp This page	3,334	$1,326,932

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,326,932	3,334	-45.6%	Shares	Sole	2026-05-18
2025-12-31	$4,131,190	6,131	+59.3%	Shares	Sole	2026-02-13
2025-09-30	$2,765,660	3,849	+143.6%	Shares	Sole	2025-11-12
2024-12-31	$511,651	1,580	-73.1%	Shares	Sole	2025-02-07
2024-09-30	$766,197	5,869	-55.8%	Shares	Sole	2024-11-14
2024-06-30	$1,105,910	13,289	+79.8%	Shares	Sole	2024-08-09
2024-03-31	$511,605	7,391	-34.0%	Shares	Sole	2024-05-10
2023-12-31	$446,080	11,194	-61.3%	Shares	Sole	2024-02-14
2023-09-30	$1,154,404	28,889	-46.6%	Shares	Sole	2023-11-15
2023-06-30	$1,392,816	54,132	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.