Allianz Asset Management GmbH

Position in APP — AppLovin Corp

CIK 1535323 MUNICH, 2M

Back to APP Full portfolio

Position in APP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,870,627

+$2,530,065 QoQ

Shares Held

30,803

-8.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#298

of 1,446 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Common Shares in APP Over Time

Shares Held

Position Value (USD)

Derivatives in APP

reported options exposure · as of Jun 30, 2026

CallValue

$24,627,994

CallShares

47,800

PutValue

$31,789,691

PutShares

61,700

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 Jun 30, 2026

Allianz Asset Management GmbH holds $294,630,590 across 5 Advertising Agencies names. APP ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCO	Clear Channel Outdoor Holdings, Inc.	104,722,539	$253,428,544
2	ZD	Ziff Davis, Inc.	455,352	$23,846,784
3	APP	AppLovin Corp This page	30,803	$15,870,627
4	OMC	Omnicom Group Inc.	13,608	$991,070
5	TTD	Trade Desk, Inc.	27,299	$493,565

All Filings in APP

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,627,994	47,800	+769.1%	Call	Defined	2026-08-14
2026-06-30	$31,789,691	61,700	+487.6%	Put	Defined	2026-08-14
2026-06-30	$15,870,627	30,803	-8.1%	Shares	Defined	2026-08-14
2026-03-31	$13,340,562	33,519	-3.0%	Shares	Defined	2026-05-11
2026-03-31	$2,189,000	5,500	-36.0%	Call	Defined	2026-05-11
2026-03-31	$4,179,000	10,500	+23.5%	Put	Defined	2026-05-11
2025-12-31	$5,727,470	8,500	+844.4%	Put	Defined	2026-02-11
2025-12-31	$23,289,238	34,563	-81.0%	Shares	Defined	2026-02-11
2025-12-31	$5,794,852	8,600	—	Call	Defined	2026-02-11
2025-09-30	$131,003,491	182,319	+5.9%	Shares	Defined	2025-11-04
2025-09-30	$646,686	900	—	Put	Defined	2025-11-04
2025-06-30	$60,263,819	172,143	-17.3%	Shares	Defined	2025-07-28
2025-03-31	$55,122,768	208,034	+672.5%	Shares	Defined	2025-05-05
2024-12-31	$8,720,417	26,929	-53.6%	Shares	Defined	2025-02-03
2024-09-30	$7,574,770	58,022	-2.3%	Shares	Defined	2024-11-13
2024-06-30	$4,942,018	59,385	+23.5%	Shares	Defined	2024-08-13
2024-03-31	$3,328,719	48,089	+259.3%	Shares	Defined	2024-05-14
2022-09-30	$260,873	13,385	+22.2%	Shares	Defined	2022-11-08
2022-06-30	$377,083	10,949	-84.9%	Shares	Defined	2022-08-12
2022-03-31	$3,998,082	72,600	—	Shares	Defined	2022-05-13
No filing history on record for this holder in this stock.