Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,075,339,882
-$592,626,730 QoQ
Shares Held
2,701,859
+9.1% QoQ
Ownership
0.804%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 91.72577103394367.ToString("F0")%
Shared 0.08098127992615455.ToString("F0")%
None 8.19324768613018.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Mar 31, 2026CallValue
$136,912,000
CallShares
344,000
PutValue
$251,655,400
PutShares
632,300
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $1,658,781,692 across 18 Advertising Agencies names. APP ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
2,701,859 | $1,075,339,882 | |
| 2 | OMC |
Omnicom Group Inc.
|
3,590,553 | $270,404,545 | |
| 3 | TTD |
Trade Desk, Inc.
|
8,728,294 | $198,044,989 | |
| 4 | STGW |
Stagwell Inc
|
4,380,967 | $27,556,282 | |
| 5 | ZD |
Ziff Davis, Inc.
|
529,226 | $22,206,322 | |
| 6 | QNST |
Quinstreet, Inc
|
1,604,674 | $19,272,133 | |
| 7 | MGNI |
Magnite, Inc.
|
1,500,852 | $17,830,121 | |
| 8 | DV |
DoubleVerify Holdings, Inc.
|
1,040,988 | $9,889,385 |
All Filings in APP
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,655,400 | 632,300 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $136,912,000 | 344,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $1,075,339,882 | 2,701,859 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $352,744,770 | 523,500 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $741,202 | 1,100 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $1,667,966,612 | 2,475,389 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $493,565,126 | 686,900 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $402,597,962 | 560,300 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $2,307,653,002 | 3,211,586 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $689,457,002 | 1,969,427 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $183,756,992 | 524,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $582,131,933 | 2,196,973 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $6,597,753 | 24,900 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $1,351,347 | 5,100 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $765,852,118 | 2,364,982 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $3,270,683 | 10,100 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $3,270,683 | 10,100 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $7,846,055 | 60,100 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $3,146,255 | 24,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $416,274,860 | 3,188,624 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $138,659,249 | 1,666,177 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $5,209,572 | 62,600 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $840,522 | 10,100 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $14,252,398 | 205,900 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $125,084,623 | 1,807,059 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $71,077,774 | 1,783,633 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $74,965,958 | 1,876,025 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $44,837,277 | 1,742,607 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $30,971,902 | 1,966,470 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $28,807,562 | 2,735,761 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,949,000 | 100,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $42,446,140 | 2,177,842 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $878,999 | 45,100 | Put | Defined | 2024-05-14 | |
| 2022-06-30 | $64,754,053 | 1,880,199 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $123,149,130 | 2,236,229 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $141,395,183 | 1,500,055 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $86,168,787 | 1,190,670 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $271,363 | 3,610 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||