#portfolio-holdings

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#institutional-investment #magnite-stock-position #digital-advertising-platform #sec-filing-disclosure
Marketing tech
fromThe Motley Fool
1 week ago

Magnite Stock Tanked 25% Last Quarter, but This Fund Still Bought Up $3 Million More in Shares | The Motley Fool

Grizzlyrock Capital increased its Magnite stake by 181,000 shares in Q4 2025, valued at $3.00 million, bringing total holdings to 571,906 shares representing 6.95% of the fund's assets.
fromThe Motley Fool
4 months ago

Large Wealth Advisor Trims Exposure to Red-Hot Digital Advertising Stock | The Motley Fool

In a quarterly Form 13F filed with the Securities and Exchange Commission on October 17, 2025 ( link), Sapient Capital reported selling 8,029 shares of AppLovin during the quarter. The estimated value of the trade was $3,702,494. The fund retained a position of 1,272,462 shares. What Else to Know The sale reduced AppLovin's position to 13.95% of Sapient Capital's 13F AUM, but it remains the fund's 2nd-largest holding after Eli Lilly.
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