AppLovin Corp
APP- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
近 90 天，AppLovin Corp 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,467 家機構在 13F 申報持有，市值合計 $1,163 億；Coatue、孤松資本等 5 位大師持有。
2026 年第 2 季 13F 持有人
AppLovin Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,467
- 較 2026 年第 1 季 +87 家
- 持有股數
- 2.27 億
- 較 2026 年第 1 季 +905.0 萬 (+4.2%)
- 總市值
- $1,163 億
- 較 2026 年第 1 季 +$294.8 億 (+33.9%)
- 新進機構
- 215
- 另有 616 家加碼
- 清倉機構
- 128
- 另有 492 家減碼
另有 15 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,467 | $1,163 億 |
| 2026 年第 1 季 | 1,395 | $875.9 億 |
| 2025 年第 4 季 | 1,594 | $1,638 億 |
| 2025 年第 3 季 | 1,452 | $1,725 億 |
| 2025 年第 2 季 | 1,201 | $699.7 億 |
| 2025 年第 1 季 | 1,018 | $546.7 億 |
| 2024 年第 4 季 | 993 | $661.5 億 |
| 2024 年第 3 季 | 704 | $244.2 億 |
| 2024 年第 2 季 | 607 | $149.9 億 |
| 2024 年第 1 季 | 512 | $115.9 億 |
| 2023 年第 4 季 | 367 | $56.3 億 |
| 2023 年第 3 季 | 319 | $53.4 億 |
| 2023 年第 2 季 | 243 | $38.1 億 |
| 2023 年第 1 季 | 220 | $26.4 億 |
| 2022 年第 4 季 | 230 | $16.8 億 |
| 2022 年第 3 季 | 227 | $28.0 億 |
| 2022 年第 2 季 | 228 | $49.8 億 |
| 2022 年第 1 季 | 176 | $71.8 億 |
| 2021 年第 4 季 | 173 | $152.9 億 |
| 2021 年第 3 季 | 130 | $105.8 億 |
| 2021 年第 2 季 | 93 | $100.8 億 |
| 2021 年第 1 季 | 1 | $9.10 萬 |
2026 年第 2 季持有機構
每家機構持有 AppLovin Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,040,619 | $123.9 億 | 0.18% | +400,447+1.7% | 加碼 |
| Vanguard Capital Management LLC | 17,744,980 | $91.4 億 | 0.20% | +994,096+5.9% | 加碼 |
| FMR LLC | 17,293,553 | $89.1 億 | 0.39% | +1,602,139+10.2% | 加碼 |
| State Street Corp | 12,101,830 | $62.4 億 | 0.18% | +334,501+2.8% | 加碼 |
| Invesco Ltd. | 10,975,993 | $56.6 億 | 0.45% | +386,558+3.7% | 加碼 |
| Capital World Investors | 8,150,954 | $42.0 億 | 0.50% | +4,971,394+156.4% | 加碼 |
| Geode Capital Management, LLC | 7,362,995 | $37.8 億 | 0.20% | +74,623+1.0% | 加碼 |
| Baillie Gifford & Co | 6,471,615 | $33.3 億 | 3.03% | −228,517−3.4% | 減碼 |
| Vanguard Portfolio Management LLC | 6,350,652 | $32.7 億 | 0.15% | +414,759+7.0% | 加碼 |
| Morgan Stanley | 5,791,247 | $29.8 億 | 0.16% | +186,406+3.3% | 加碼 |
| Price T Rowe Associates Inc | 4,773,100 | $24.6 億 | 0.25% | −661,626−12.2% | 減碼 |
| JPMorgan Chase & Co | 4,349,233 | $21.7 億 | 0.13% | +241,289+5.9% | 加碼 |
| WCM Investment Management, LLC | 3,709,328 | $18.5 億 | 3.35% | −1,292,272−25.8% | 減碼 |
| Goldman Sachs Group Inc | 3,192,790 | $16.5 億 | 0.17% | +490,931+18.2% | 加碼 |
| Kensico Capital Management Corp | 3,182,850 | $16.4 億 | 28.12% | −101,400−3.1% | 減碼 |
| Capital International Investors | 2,968,827 | $15.3 億 | 0.32% | +144,767+5.1% | 加碼 |
| Norges Bank | 2,921,649 | $15.1 億 | 0.15% | +2,921,649 | 新進 |
| Bank of America Corp | 2,895,451 | $14.9 億 | 0.10% | −259,955−8.2% | 減碼 |
| Northern Trust Corp | 2,398,277 | $12.4 億 | 0.14% | −8,914−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 2,104,222 | $10.8 億 | 0.14% | +135,662+6.9% | 加碼 |
| Capital Research Global Investors | 1,905,302 | $9.82 億 | 0.14% | −733,567−27.8% | 減碼 |
| Jennison Associates LLC | 1,819,508 | $9.37 億 | 0.56% | −481,397−20.9% | 減碼 |
| Spruce House Investment Management LLC | 1,790,000 | $9.22 億 | 27.13% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 1,735,471 | $8.94 億 | 0.16% | +121,605+7.5% | 加碼 |
| Jericho Capital Asset Management L.P. | 1,677,224 | $8.64 億 | 7.14% | 00.0% | 不變 |
| UBS Group AG | 1,635,893 | $8.43 億 | 0.13% | −186,145−10.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,543,790 | $7.95 億 | 0.18% | +8,820+0.6% | 加碼 |
| Legal & General Group Plc | 1,466,845 | $7.56 億 | 0.16% | −11,713−0.8% | 減碼 |
| Bank of New York Mellon Corp | 1,416,873 | $7.30 億 | 0.12% | +58,300+4.3% | 加碼 |
| Amundi | 1,332,633 | $6.87 億 | 0.17% | +217,214+19.5% | 加碼 |
| Fred Alger Management, LLC | 1,294,110 | $6.67 億 | 2.22% | +121,070+10.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,276,551 | $6.58 億 | 0.12% | −47,693−3.6% | 減碼 |
| Royal Bank of Canada | 1,239,385 | $6.39 億 | 0.11% | +3,292+0.3% | 加碼 |
| Alliancebernstein L.P. | 1,603,673 | $6.38 億 | 0.23% | −277,043−14.7% | 減碼 |
| Coatue Management LLC大師Coatue | 1,171,189 | $6.03 億 | 1.24% | −118,819−9.2% | 減碼 |
| Franklin Resources Inc | 1,140,306 | $5.88 億 | 0.13% | −95,213−7.7% | 減碼 |
| Sapient Capital LLC | 1,115,870 | $5.75 億 | 7.52% | −155,603−12.2% | 減碼 |
| Canada Pension Plan Investment Board | 1,075,667 | $5.54 億 | 0.31% | +667,358+163.4% | 加碼 |
| Barclays PLC | 1,061,233 | $5.47 億 | 0.17% | +170,463+19.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,042,268 | $5.37 億 | 3.28% | −422,655−28.9% | 減碼 |
| Wells Fargo & Company | 1,025,233 | $5.28 億 | 0.09% | +96,657+10.4% | 加碼 |
| American Century Companies Inc | 898,040 | $4.63 億 | 0.20% | −93,216−9.4% | 減碼 |
| Sands Capital Management, LLC | 831,697 | $4.29 億 | 1.59% | −139,864−14.4% | 減碼 |
| Jupiter Topco LLC | 831,237 | $4.28 億 | 0.17% | +831,237 | 新進 |
| Deutsche Bank AG | 749,248 | $3.86 億 | 0.11% | +56,506+8.2% | 加碼 |
| Fundsmith LLP大師Fundsmith | 696,568 | $3.59 億 | 2.63% | +696,568 | 新進 |
| Nuveen, LLC | 678,179 | $3.49 億 | 0.08% | +7,315+1.1% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 669,282 | $3.45 億 | 0.99% | 00.0% | 不變 |
| Swiss National Bank | 647,550 | $3.34 億 | 0.17% | −29,480−4.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643,342 | $3.31 億 | 0.18% | +36,649+6.0% | 加碼 |
| Winslow Capital Management, LLC | 640,362 | $3.30 億 | 1.14% | +208,471+48.3% | 加碼 |
| Clearbridge Investments, LLC | 610,724 | $3.15 億 | 0.26% | −98,008−13.8% | 減碼 |
| Citigroup Inc | 608,661 | $3.14 億 | 0.15% | +192,185+46.1% | 加碼 |
| National Pension Service | 586,028 | $3.02 億 | 0.19% | +27,701+5.0% | 加碼 |
| Vanguard Global Advisers, LLC | 577,431 | $2.98 億 | 0.14% | −12,625−2.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 560,422 | $2.89 億 | 0.16% | +10,084+1.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 546,050 | $2.81 億 | 0.15% | +49,327+9.9% | 加碼 |
| First Trust Advisors LP | 526,567 | $2.71 億 | 0.16% | −19,579−3.6% | 減碼 |
| SEI Investments Co | 505,869 | $2.61 億 | 0.23% | +34,095+7.2% | 加碼 |
| California Public Employees Retirement System | 504,052 | $2.60 億 | 0.15% | +15,478+3.2% | 加碼 |
| Vanguard Asset Management, Ltd | 463,736 | $2.39 億 | 0.16% | +54,173+13.2% | 加碼 |
| Whale Rock Capital Management LLC | 461,611 | $2.38 億 | 1.91% | −233,926−33.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 442,768 | $2.28 億 | 0.10% | −190,051−30.0% | 減碼 |
| Dorsey Asset Management, LLC大師多爾西資產管理 | 439,313 | $2.26 億 | 14.50% | +122,361+38.6% | 加碼 |
| Rhumbline Advisers | 438,735 | $2.26 億 | 0.17% | −5,730−1.3% | 減碼 |
| Envestnet Asset Management Inc | 438,423 | $2.26 億 | 0.05% | −51,459−10.5% | 減碼 |
| HSBC Holdings PLC | 435,957 | $2.25 億 | 0.11% | +33,466+8.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 420,114 | $2.16 億 | 0.26% | −34,554−7.6% | 減碼 |
| TD Asset Management Inc | 402,895 | $2.08 億 | 0.18% | −44,913−10.0% | 減碼 |
| Bank of Montreal | 387,835 | $2.00 億 | 0.07% | +44,274+12.9% | 加碼 |
| Principal Financial Group Inc | 382,457 | $1.97 億 | 0.10% | +46,689+13.9% | 加碼 |
| Victory Capital Management Inc | 351,647 | $1.81 億 | 0.10% | +2,363+0.7% | 加碼 |
| Neuberger Berman Group LLC | 347,866 | $1.79 億 | 0.12% | +81,470+30.6% | 加碼 |
| California State Teachers Retirement System | 345,511 | $1.78 億 | 0.16% | −3,716−1.1% | 減碼 |
| Voya Investment Management LLC | 344,741 | $1.78 億 | 0.15% | −41,288−10.7% | 減碼 |
| ProShare Advisors LLC | 343,007 | $1.77 億 | 0.26% | −99,372−22.5% | 減碼 |
| FIL Ltd | 335,807 | $1.73 億 | 0.12% | +12,781+4.0% | 加碼 |
| Ensign Peak Advisors, Inc | 320,239 | $1.65 億 | 0.27% | −70,346−18.0% | 減碼 |
| Davis Selected Advisers | 315,539 | $1.63 億 | 0.70% | −20,271−6.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 313,170 | $1.61 億 | 0.23% | +289,846+1,242.7% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 302,945 | $1.56 億 | 0.61% | +302,945 | 新進 |
| Quantinno Capital Management LP | 301,908 | $1.56 億 | 0.19% | +50,017+19.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 301,128 | $1.55 億 | 0.34% | +3,754+1.3% | 加碼 |
| Clear Street Group Inc. | 286,234 | $1.47 億 | 0.47% | +8,362+3.0% | 加碼 |
| SG Americas Securities, LLC | 283,929 | $1.46 億 | 0.08% | +173,460+157.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 283,011 | $1.46 億 | 0.22% | +6,887+2.5% | 加碼 |
| Ameriprise Financial Inc | 274,295 | $1.41 億 | 0.03% | +41,794+18.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 259,780 | $1.34 億 | 0.13% | −25,676−9.0% | 減碼 |
| Augustine Asset Management Inc | 253,670 | $1.31 億 | 26.46% | −13,381−5.0% | 減碼 |
| Contour Asset Management LLC | 253,636 | $1.31 億 | 3.09% | +253,636 | 新進 |
| LPL Financial LLC | 250,284 | $1.29 億 | 0.03% | −5,348−2.1% | 減碼 |
| Wellington Management Group LLP | 245,730 | $1.27 億 | 0.02% | −847,328−77.5% | 減碼 |
| New York State Common Retirement Fund | 244,103 | $1.26 億 | 0.16% | −9,436−3.7% | 減碼 |
| Russell Investments Group, Ltd. | 244,950 | $1.26 億 | 0.11% | −24,591−9.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 242,689 | $1.25 億 | 3.08% | −80.0% | 減碼 |
| Royal London Asset Management Ltd | 241,152 | $1.24 億 | 0.23% | +6,013+2.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 239,800 | $1.24 億 | 0.17% | −3,000−1.2% | 減碼 |
| Fundsmith Investment Services Ltd. | 233,921 | $1.21 億 | 2.67% | +233,921 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 228,214 | $1.18 億 | 0.22% | +40,267+21.4% | 加碼 |
| NEOS Investment Management LLC | 227,667 | $1.17 億 | 0.43% | +21,034+10.2% | 加碼 |