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。
2021 年第 3 季 13F 持有人
AppLovin Corp 在 2021/9/30 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
- 130
- 較 2021 年第 2 季 +38 家
- 持有股數
- 1.46 億
- 較 2021 年第 2 季 +1,207 萬 (+9.0%)
- 總市值
- $105.8 億
- 較 2021 年第 2 季 +$4.99 億 (+5.0%)
- 新進機構
- 55
- 另有 41 家加碼
- 清倉機構
- 17
- 另有 18 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 |
2021 年第 3 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 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 108,050,489 | $78.2 億 | 39.29% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 5,000,000 | $3.62 億 | 9.37% | +2,200,000+78.6% | 加碼 |
| BlackRock Inc. | 4,024,120 | $2.91 億 | 0.01% | +1,137,300+39.4% | 加碼 |
| Marcho Partners LLP | 3,326,422 | $2.41 億 | 15.11% | +947,215+39.8% | 加碼 |
| Southpoint Capital Advisors LP | 3,117,800 | $2.26 億 | 4.82% | −382,200−10.9% | 減碼 |
| Vanguard Group Inc | 2,701,002 | $1.95 億 | 0.00% | +106,818+4.1% | 加碼 |
| Spyglass Capital Management LLC | 1,920,843 | $1.39 億 | 3.19% | +1,920,843 | 新進 |
| Franklin Resources Inc | 1,813,533 | $1.31 億 | 0.05% | −244,422−11.9% | 減碼 |
| Keenan Capital, LLC | 1,292,712 | $9,355 萬 | 12.98% | +546,000+73.1% | 加碼 |
| Thrivent Financial for Lutherans | 1,243,404 | $8,999 萬 | 0.18% | +335,677+37.0% | 加碼 |
| FMR LLC | 1,211,753 | $8,770 萬 | 0.01% | +1,211,537+560,896.8% | 加碼 |
| Goldman Sachs Group Inc | 1,190,670 | $8,617 萬 | 0.02% | +1,187,060+32,882.5% | 加碼 |
| JPMorgan Chase & Co | 786,264 | $5,690 萬 | 0.01% | +775,157+6,979.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 738,792 | $5,347 萬 | 6.22% | +681,834+1,197.1% | 加碼 |
| Fort Point Capital Partners LLC | 738,392 | $5,344 萬 | 8.28% | +681,834+1,205.5% | 加碼 |
| Light Street Capital Management, LLC | 669,754 | $4,847 萬 | 2.43% | −214,452−24.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 600,000 | $4,342 萬 | 0.08% | −328,000−35.3% | 減碼 |
| Hitchwood Capital Management LP | 570,000 | $4,125 萬 | 1.44% | +370,000+185.0% | 加碼 |
| Goodnow Investment Group, LLC | 520,684 | $3,768 萬 | 3.14% | +520,684 | 新進 |
| EPIQ Capital Group, LLC | 484,165 | $3,504 萬 | 3.62% | −14,043−2.8% | 減碼 |
| Geode Capital Management, LLC | 378,659 | $2,740 萬 | 0.00% | +5,290+1.4% | 加碼 |
| Marshall Wace, LLP | 367,110 | $2,657 萬 | 0.13% | +367,110 | 新進 |
| Marshall Wace North America L.P. | 350,363 | $2,536 萬 | 0.11% | −39,010−10.0% | 減碼 |
| Crescent Park Management, L.P. | 314,701 | $2,278 萬 | 3.35% | −38,667−10.9% | 減碼 |
| Norges Bank | 304,905 | $2,207 萬 | 0.00% | −50,508−14.2% | 減碼 |
| North Peak Capital Management, LLC | 253,227 | $1,833 萬 | 2.36% | +253,227 | 新進 |
| Builders Union LLP | 250,008 | $1,809 萬 | 8.57% | +128,499+105.8% | 加碼 |
| Greenstone Partners & Co., LLC | 226,866 | $1,642 萬 | 12.34% | +50,900+28.9% | 加碼 |
| Bamco Inc | 218,970 | $1,585 萬 | 0.04% | +94,047+75.3% | 加碼 |
| First Trust Advisors LP | 200,464 | $1,451 萬 | 0.02% | +12,505+6.7% | 加碼 |
| Susquehanna International Group, LLP | 182,693 | $1,322 萬 | 0.02% | +102,836+128.8% | 加碼 |
| No Street GP LP | 175,000 | $1,267 萬 | 2.14% | +175,000 | 新進 |
| Global Endowment Management, LP | 160,595 | $1,162 萬 | 0.77% | +160,595 | 新進 |
| Citadel Advisors LLC | 149,955 | $1,085 萬 | 0.01% | +58,803+64.5% | 加碼 |
| Bank of Montreal | 144,776 | $1,081 萬 | 0.01% | +144,776 | 新進 |
| Massachusetts Financial Services Co | 148,117 | $1,072 萬 | 0.00% | −57,856−28.1% | 減碼 |
| HRT Financial LP | 142,435 | $1,031 萬 | 0.06% | +142,435 | 新進 |
| Victory Capital Management Inc | 140,338 | $1,016 萬 | 0.01% | +136,315+3,388.4% | 加碼 |
| Charles Schwab Investment Management Inc | 137,801 | $997.3 萬 | 0.00% | +27,588+25.0% | 加碼 |
| Ci Investments Inc. | 134,214 | $971.3 萬 | 0.04% | +134,214 | 新進 |
| State Street Corp | 130,446 | $944.0 萬 | 0.00% | +42,946+49.1% | 加碼 |
| Wade G W & Inc | 112,515 | $814.3 萬 | 0.39% | +112,515 | 新進 |
| Lord, Abbett & Co. LLC | 108,211 | $783.1 萬 | 0.02% | +108,211 | 新進 |
| HBK Investments L P | 100,000 | $723.7 萬 | 0.11% | −50,000−33.3% | 減碼 |
| Islet Management, LP | 90,000 | $651.3 萬 | 0.31% | +90,000 | 新進 |
| ExodusPoint Capital Management, LP | 82,120 | $594.3 萬 | 0.09% | +82,120 | 新進 |
| UBS Group AG | 79,652 | $576.5 萬 | 0.00% | +35,035+78.5% | 加碼 |
| Rockefeller Capital Management L.P. | 78,000 | $564.4 萬 | 0.03% | +73,000+1,460.0% | 加碼 |
| Morgan Stanley | 61,827 | $447.4 萬 | 0.00% | +50,832+462.3% | 加碼 |
| Jane Street Group, LLC | 61,139 | $442.5 萬 | 0.01% | +37,920+163.3% | 加碼 |
| Northern Trust Corp | 49,566 | $358.7 萬 | 0.00% | +151+0.3% | 加碼 |
| Teacher Retirement System of Texas | 40,000 | $289.5 萬 | 0.02% | 00.0% | 不變 |
| Comprehensive Financial Management LLC | 39,000 | $282.2 萬 | 0.03% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 36,414 | $263.5 萬 | 0.04% | +36,414 | 新進 |
| Ergoteles LLC | 35,081 | $253.9 萬 | 0.09% | +35,081 | 新進 |
| Allen Investment Management LLC | 33,000 | $238.8 萬 | 0.03% | +33,000 | 新進 |
| Qube Research & Technologies Ltd | 32,625 | $236.1 萬 | 0.03% | +32,625 | 新進 |
| Bank of New York Mellon Corp | 29,414 | $212.9 萬 | 0.00% | +4,378+17.5% | 加碼 |
| First Republic Investment Management, Inc. | 28,737 | $208.0 萬 | 0.01% | +28,737 | 新進 |
| ICONIQ Capital, LLC | 28,200 | $204.1 萬 | 0.01% | +28,200 | 新進 |
| Alpha Family Trust | 26,358 | $190.8 萬 | 0.62% | +26,358 | 新進 |
| Stifel Financial Corp | 25,012 | $181.0 萬 | 0.00% | +14,873+146.7% | 加碼 |
| Cohen Capital Management, Inc. | 25,016 | $181.0 萬 | 0.31% | +25,016 | 新進 |
| Tudor Investment Corp Et Al | 21,410 | $154.9 萬 | 0.03% | +21,410 | 新進 |
| Bank of America Corp | 20,742 | $150.2 萬 | 0.00% | −9,058−30.4% | 減碼 |
| Pallas Capital Advisors LLC | 15,000 | $147.5 萬 | 0.16% | +15,000 | 新進 |
| Raymond James & Associates | 20,321 | $147.1 萬 | 0.00% | −757−3.6% | 減碼 |
| Parametric Portfolio Associates LLC | 19,305 | $139.7 萬 | 0.00% | +19,305 | 新進 |
| Oppenheimer Asset Management Inc. | 18,236 | $132.0 萬 | 0.02% | +18,236 | 新進 |
| Burleson & Company, LLC | 17,825 | $129.0 萬 | 0.19% | +17,825 | 新進 |
| Cubist Systematic Strategies, LLC | 17,038 | $123.3 萬 | 0.02% | +17,038 | 新進 |
| Silicon Valley Community Foundation | 16,986 | $122.9 萬 | 0.08% | +16,986 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 14,792 | $107.0 萬 | 0.00% | +992+7.2% | 加碼 |
| CIBC Asset Management Inc | 14,569 | $105.4 萬 | 0.00% | +14,569 | 新進 |
| Clearbridge Investments, LLC | 13,162 | $95.3 萬 | 0.00% | +1,801+15.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 13,173 | $95.3 萬 | 0.22% | +13,173 | 新進 |
| Royal Bank of Canada | 12,512 | $90.5 萬 | 0.00% | +11,696+1,433.3% | 加碼 |
| Ardsley Advisory Partners LP | 12,500 | $90.5 萬 | 0.19% | +12,500 | 新進 |
| Renaissance Capital LLC | 12,009 | $86.9 萬 | 0.18% | −16,321−57.6% | 減碼 |
| Cinctive Capital Management LP | 10,550 | $76.4 萬 | 0.04% | +4,550+75.8% | 加碼 |
| Alliancebernstein L.P. | 8,937 | $64.7 萬 | 0.00% | +8,937 | 新進 |
| Cavalry Management Group, LLC | 8,469 | $61.3 萬 | 0.06% | +8,469 | 新進 |
| Blair William & Co | 8,357 | $60.5 萬 | 0.00% | +8,357 | 新進 |
| The PNC Financial Services Group, Inc. | 7,808 | $56.5 萬 | 0.00% | +7,792+48,700.0% | 加碼 |
| Simplex Trading, LLC | 7,487 | $53.1 萬 | 0.02% | +3,716+98.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 7,281 | $52.7 萬 | 0.00% | +7,281 | 新進 |
| Manufacturers Life Insurance Company, The | 6,673 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 6,462 | $46.8 萬 | 0.00% | +6,462 | 新進 |
| BBR Partners, LLC | 6,440 | $46.6 萬 | 0.04% | 00.0% | 不變 |
| XTX Topco Ltd | 6,151 | $44.5 萬 | 0.15% | +6,151 | 新進 |
| PEAK6 Investments LLC | 6,116 | $44.3 萬 | 0.01% | +6,116 | 新進 |
| Price T Rowe Associates Inc | 6,100 | $44.1 萬 | 0.00% | +6,100 | 新進 |
| Jefferies Group LLC | 6,000 | $43.4 萬 | 0.01% | +6,000 | 新進 |
| L & S Advisors Inc | 6,000 | $43.4 萬 | 0.05% | +6,000 | 新進 |
| Caption Management, LLC | 6,000 | $43.4 萬 | 0.03% | +6,000 | 新進 |
| ETF Managers Group, LLC | 5,721 | $42.4 萬 | 0.01% | +2,540+79.8% | 加碼 |
| Cheyne Capital Management (UK) LLP | 5,836 | $42.2 萬 | 0.25% | +5,836 | 新進 |
| Tower Research Capital LLC (TRC) | 5,358 | $38.7 萬 | 0.01% | +4,514+534.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,259 | $38.1 萬 | 0.00% | +5,259 | 新進 |
| Pendal Group Limited | 5,166 | $37.4 萬 | 0.00% | −1,842−26.3% | 減碼 |