Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,038,000
-$23,307,530 QoQ
Shares Held
181,000
+27.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
5.05%
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, 2026No Street GP LP holds $91,381,586 across 2 Advertising Agencies names. APP ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
181,000 | $72,038,000 | |
| 2 | MGNI |
Magnite, Inc.
|
1,628,248 | $19,343,586 |
All Filings in APP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,038,000 | 181,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,345,530 | 141,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $147,300,700 | 205,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $119,027,200 | 340,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,056,860 | 438,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $139,246,900 | 430,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,954,250 | 735,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,737,000 | 850,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $150,553,500 | 2,175,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $79,301,500 | 1,990,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,750,809 | 1,995,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $69,586,785 | 2,704,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,312,500 | 2,750,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,957,500 | 2,750,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,278,700 | 630,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,216,000 | 1,400,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,839,200 | 560,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,978,900 | 265,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,664,750 | 175,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||