Position in APP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$996,454
+$308,710 QoQ
Shares Held
1,934
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#746
of 1,447 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Waterloo Capital, L.P. holds $3,433,113 across 2 Advertising Agencies names. APP ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
|
134,771 | $2,436,659 | |
| 2 | APP |
AppLovin Corp
This page
|
1,934 | $996,454 |
All Filings in APP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,454 | 1,934 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $687,744 | 1,728 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,357,073 | 2,014 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $734,347 | 1,022 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||