Position in APP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,493,816
+$12,559,740 QoQ
Shares Held
105,766
+0.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#162
of 1,446 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Pictet Asset Management Holding SA holds $66,343,298 across 8 Advertising Agencies names. APP ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
105,766 | $54,493,816 | |
| 2 | OMC |
Omnicom Group Inc.
|
114,570 | $8,344,133 | |
| 3 | TTD |
Trade Desk, Inc.
|
124,678 | $2,254,178 | |
| 4 | MGNI |
Magnite, Inc.
|
25,755 | $488,829 | |
| 5 | ZD |
Ziff Davis, Inc.
|
6,382 | $334,225 | |
| 6 | DV |
DoubleVerify Holdings, Inc.
|
20,721 | $224,615 | |
| 7 | STGW |
Stagwell Inc
|
20,014 | $148,704 | |
| 8 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
22,644 | $54,798 |
All Filings in APP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,493,816 | 105,766 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $41,934,076 | 105,362 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $73,098,688 | 108,484 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $76,609,297 | 106,618 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $35,630,092 | 101,777 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,187,789 | 87,511 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,779,782 | 79,609 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,978,850 | 76,437 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,540,038 | 66,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,450,361 | 64,293 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $673,664 | 16,905 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $642,876 | 16,088 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||