Position in APP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,913,800
+$14,993,800 QoQ
Shares Held
60,000
+50.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
7.60%
of 13F equity value
Holder Rank
#223
of 1,420 holders
Holding Since
Dec 2021
13 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 Jun 30, 2026CallValue
$25,761,500
CallShares
50,000
PutValue
$0
PutShares
0
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, 2026Hiddenite Capital Partners LP holds $43,129,195 across 2 Advertising Agencies names. APP ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
60,000 | $30,913,800 | |
| 2 | LFTO |
Liftoff Mobile, Inc.
|
508,551 | $12,215,395 |
All Filings in APP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,913,800 | 60,000 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $25,761,500 | 50,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $15,920,000 | 40,000 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $17,504,000 | 50,000 | Call | Sole | 2025-08-05 | |
| 2025-06-30 | $15,368,512 | 43,900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,598,800 | 40,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $9,936,375 | 37,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,906,400 | 80,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $12,953,200 | 40,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $15,013,250 | 115,000 | Shares | Sole | 2024-11-05 | |
| 2024-09-30 | $13,055,000 | 100,000 | Put | Sole | 2024-11-05 | |
| 2024-06-30 | $12,066,900 | 145,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,075,200 | 160,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,973,750 | 175,000 | Shares | Sole | 2024-02-20 | |
| 2023-12-31 | $17,932,500 | 450,000 | Call | Sole | 2024-02-20 | |
| 2023-09-30 | $11,988,000 | 300,000 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $3,996,000 | 100,000 | Shares | Sole | 2023-10-20 | |
| 2022-09-30 | $935,520 | 48,000 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,264,109 | 59,272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,155,070 | 33,472 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||