Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,645,021,189
+$569,681,307 QoQ
Shares Held
3,192,790
+18.2% QoQ
Ownership
0.954%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#14
of 1,446 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Jun 30, 2026CallValue
$84,909,904
CallShares
164,800
PutValue
$364,164,564
PutShares
706,800
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, 2026GOLDMAN SACHS GROUP INC holds $2,329,237,905 across 21 Advertising Agencies names. APP ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
3,192,790 | $1,645,021,189 | |
| 2 | OMC |
Omnicom Group Inc.
|
3,863,586 | $281,384,966 | |
| 3 | TTD |
Trade Desk, Inc.
|
13,467,553 | $243,493,356 | |
| 4 | QNST |
Quinstreet, Inc
|
2,028,249 | $29,713,846 | |
| 5 | ZD |
Ziff Davis, Inc.
|
552,407 | $28,929,553 | |
| 6 | MGNI |
Magnite, Inc.
|
1,466,640 | $27,836,827 | |
| 7 | DV |
DoubleVerify Holdings, Inc.
|
2,017,401 | $21,868,626 | |
| 8 | LFTO |
Liftoff Mobile, Inc.
|
884,103 | $21,236,153 |
All Filings in APP
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,909,904 | 164,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $364,164,564 | 706,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $1,645,021,189 | 3,192,790 | Shares | Defined | 2026-08-14 | |
| 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 | $741,202 | 1,100 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $1,667,966,612 | 2,475,389 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $352,744,770 | 523,500 | Put | 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 | $6,597,753 | 24,900 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $1,351,347 | 5,100 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $582,131,933 | 2,196,973 | Shares | 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. | ||||||