PICTON MAHONEY ASSET MANAGEMENT

Position in APP — AppLovin Corp

CIK 1539041 Toronto, A6

Position in APP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$456,506

-$7,403,604 QoQ

Shares Held

1,147

-90.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 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

PICTON MAHONEY ASSET MANAGEMENT holds $11,567,158 across 5 Advertising Agencies names. APP ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGNI	Magnite, Inc.	643,078	$7,639,766
2	STGW	Stagwell Inc	299,942	$1,886,635
3	OMC	Omnicom Group Inc.	21,027	$1,583,543
4	APP	AppLovin Corp This page	1,147	$456,506
5	QNST	Quinstreet, Inc	59	$708

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$456,506	1,147	-90.2%	Shares	Sole	2026-05-13
2025-12-31	$7,860,110	11,665	+103.6%	Shares	Sole	2026-02-11
2025-09-30	$4,117,234	5,730	+67.4%	Shares	Sole	2025-11-12
2025-06-30	$1,198,323	3,423	+31018.2%	Shares	Sole	2025-08-12
2025-03-31	$2,914	11	-100.0%	Shares	Sole	2025-05-07
2024-12-31	$19,385,111	59,862	-56.8%	Shares	Sole	2025-04-02
2024-09-30	$18,097,363	138,624	+6.6%	Shares	Sole	2024-11-04
2024-06-30	$10,825,174	130,079	-7.7%	Shares	Sole	2024-07-31
2024-03-31	$9,751,990	140,884	+65.8%	Shares	Sole	2024-05-09
2023-12-31	$3,386,253	84,975	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.