Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,029,774
-$9,273,565 QoQ
Shares Held
29,171
-19.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#305
of 1,446 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$24,257,520
PutShares
36,000
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, 2026Nishkama Capital, LLC holds $15,029,774 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
|
29,171 | $15,029,774 |
All Filings in APP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,029,774 | 29,171 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $24,257,520 | 36,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $24,303,339 | 36,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,843,234 | 47,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $44,273,560 | 61,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,653,134 | 50,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,289,551 | 72,799 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,281,861 | 47,191 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||