Position in APP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,121,140
+$853,286 QoQ
Shares Held
2,176
+223.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#726
of 1,446 holders
Holding Since
Mar 2025
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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$359,270
PutShares
500
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, 2026Valeo Financial Advisors, LLC holds $1,121,140 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
|
2,176 | $1,121,140 |
All Filings in APP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,140 | 2,176 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $267,854 | 673 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $926,502 | 1,375 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,270 | 500 | Put | Sole | 2025-11-03 | |
| 2025-09-30 | $408,849 | 569 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $196,744 | 562 | Shares | Sole | 2025-09-12 | |
| 2025-06-30 | $35,008 | 100 | Call | Sole | 2025-09-12 | |
| 2025-03-31 | $2,407,252 | 9,085 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||