Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,456,900
+$7,912,230 QoQ
Shares Held
30,000
+185.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#300
of 1,446 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Ardmore Road Asset Management LP holds $53,677,647 across 2 Advertising Agencies names. APP ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
524,794 | $38,220,747 | |
| 2 | APP |
AppLovin Corp
This page
|
30,000 | $15,456,900 |
All Filings in APP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,456,900 | 30,000 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $7,544,670 | 10,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,468,992 | 49,900 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $6,527,500 | 50,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,644,000 | 200,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,227,000 | 350,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,962,500 | 250,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,397,600 | 60,000 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $7,069,500 | 75,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||