Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,922,790
-$4,319,838 QoQ
Shares Held
34,786
-37.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#282
of 1,446 holders
Holding Since
Sep 2024
8 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, 2026Kinetic Partners Management, LP holds $17,922,790 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
|
34,786 | $17,922,790 |
All Filings in APP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,922,790 | 34,786 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,242,628 | 55,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,108,786 | 89,206 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,049,285 | 128,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,721,134 | 119,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,355,467 | 144,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,056,643 | 237,954 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,456,609 | 279,254 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||