Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$712,420,000
-$500,273,394 QoQ
Shares Held
1,790,000
-0.5% QoQ
Ownership
0.533%
of shares outstanding
% of Portfolio
25.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $712,420,000 across 1 Advertising Agencies name. APP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
1,790,000 | $712,420,000 |
All Filings in APP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,420,000 | 1,790,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,212,693,394 | 1,799,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,478,054,024 | 2,057,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $720,122,961 | 2,057,024 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $545,049,649 | 2,057,024 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,006,147,581 | 3,107,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $469,980,000 | 3,600,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $299,592,000 | 3,600,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $346,100,000 | 5,000,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $199,250,000 | 5,000,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $199,800,000 | 5,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $128,650,000 | 5,000,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,750,000 | 5,000,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $52,650,000 | 5,000,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $72,908,211 | 3,740,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,833,186 | 3,740,801 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $310,685,500 | 5,641,647 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $471,300,000 | 5,000,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $361,850,000 | 5,000,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||