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 4 季 13F 持有人
AppLovin Corp 在 2021/12/31 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
- 173
- 較 2021 年第 3 季 +44 家
- 持有股數
- 1.62 億
- 較 2021 年第 3 季 +1,638 萬 (+11.2%)
- 總市值
- $152.9 億
- 較 2021 年第 3 季 +$47.3 億 (+44.9%)
- 新進機構
- 66
- 另有 49 家加碼
- 清倉機構
- 22
- 另有 33 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 37,269 | $351.3 萬 | 0.75% | +37,269 | 新進 |
| Comprehensive Financial Management LLC | 39,000 | $367.6 萬 | 0.05% | 00.0% | 不變 |
| CWM Advisors, LLC | 44,324 | $417.8 萬 | 0.48% | +44,324 | 新進 |
| Russell Investments Group, Ltd. | 46,609 | $439.3 萬 | 0.01% | +46,609 | 新進 |
| Bank of America Corp | 48,863 | $460.6 萬 | 0.00% | +28,121+135.6% | 加碼 |
| Caption Management, LLC | 53,300 | $502.4 萬 | 0.31% | +47,300+788.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 55,538 | $523.5 萬 | 0.05% | +38,500+226.0% | 加碼 |
| Wade G W & Inc | 56,955 | $536.9 萬 | 0.23% | −55,560−49.4% | 減碼 |
| Renaissance Capital LLC | 63,294 | $596.6 萬 | 1.53% | +51,285+427.1% | 加碼 |
| Lord, Abbett & Co. LLC | 64,815 | $610.9 萬 | 0.01% | −43,396−40.1% | 減碼 |
| Ardmore Road Asset Management LP | 75,000 | $707.0 萬 | 3.73% | +75,000 | 新進 |
| Morgan Stanley | 104,379 | $983.9 萬 | 0.00% | +42,552+68.8% | 加碼 |
| HAP Trading, LLC | 109,421 | $1,031 萬 | 0.72% | +109,421 | 新進 |
| Bank of Montreal | 109,899 | $1,034 萬 | 0.01% | −34,877−24.1% | 減碼 |
| Ratan Capital Management LP | 110,000 | $1,037 萬 | 1.58% | +110,000 | 新進 |
| Hampton Road Capital Management LP | 113,053 | $1,066 萬 | 3.73% | +113,053 | 新進 |
| Balyasny Asset Management LLC | 121,161 | $1,142 萬 | 0.05% | +121,161 | 新進 |
| Scout Investments, Inc. | 121,817 | $1,148 萬 | 0.17% | +121,817 | 新進 |
| Massachusetts Financial Services Co | 127,582 | $1,203 萬 | 0.00% | −20,535−13.9% | 減碼 |
| Ci Investments Inc. | 134,221 | $1,265 萬 | 0.04% | +70.0% | 加碼 |
| Charles Schwab Investment Management Inc | 143,910 | $1,357 萬 | 0.00% | +6,109+4.4% | 加碼 |
| ExodusPoint Capital Management, LP | 144,444 | $1,362 萬 | 0.17% | +62,324+75.9% | 加碼 |
| Baker Avenue Asset Management, LP | 148,547 | $1,400 萬 | 0.72% | +148,547 | 新進 |
| State Street Corp | 148,650 | $1,401 萬 | 0.00% | +18,204+14.0% | 加碼 |
| Davidson Kempner Capital Management LP | 150,000 | $1,413 萬 | 0.21% | +150,000 | 新進 |
| Susquehanna International Group, LLP | 153,166 | $1,444 萬 | 0.02% | −29,527−16.2% | 減碼 |
| First Republic Investment Management, Inc. | 153,584 | $1,448 萬 | 0.03% | +124,847+434.4% | 加碼 |
| Invesco Ltd. | 160,412 | $1,512 萬 | 0.00% | +160,412 | 新進 |
| 1832 Asset Management L.P. | 161,500 | $1,534 萬 | 0.03% | +161,500 | 新進 |
| Crescent Park Management, L.P. | 181,757 | $1,713 萬 | 2.87% | −132,944−42.2% | 減碼 |
| Global Endowment Management, LP | 194,275 | $1,831 萬 | 1.33% | +33,680+21.0% | 加碼 |
| Metavasi Capital LP | 201,000 | $1,895 萬 | 10.47% | +201,000 | 新進 |
| Voloridge Investment Management, LLC | 211,503 | $1,994 萬 | 0.11% | +211,503 | 新進 |
| Bamco Inc | 218,970 | $2,064 萬 | 0.04% | 00.0% | 不變 |
| Millennium Management LLC | 227,896 | $2,148 萬 | 0.02% | +221,434+3,426.7% | 加碼 |
| Builders Union LLP | 230,648 | $2,174 萬 | 9.79% | −19,360−7.7% | 減碼 |
| Greenstone Partners & Co., LLC | 242,866 | $2,289 萬 | 16.59% | +16,000+7.1% | 加碼 |
| Price T Rowe Associates Inc | 262,163 | $2,471 萬 | 0.00% | +256,063+4,197.8% | 加碼 |
| No Street GP LP | 265,000 | $2,498 萬 | 4.03% | +90,000+51.4% | 加碼 |
| GAM Holding AG | 268,320 | $2,529 萬 | 1.13% | +268,320 | 新進 |
| First Trust Advisors LP | 271,598 | $2,560 萬 | 0.02% | +71,134+35.5% | 加碼 |
| Islet Management, LP | 278,371 | $2,624 萬 | 1.45% | +188,371+209.3% | 加碼 |
| Citadel Advisors LLC | 314,879 | $2,968 萬 | 0.03% | +164,924+110.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 345,767 | $3,259 萬 | 0.04% | +338,486+4,648.9% | 加碼 |
| Ergoteles LLC | 362,133 | $3,414 萬 | 1.33% | +327,052+932.3% | 加碼 |
| Geode Capital Management, LLC | 395,502 | $3,728 萬 | 0.00% | +16,843+4.4% | 加碼 |
| Northern Trust Corp | 397,282 | $3,745 萬 | 0.01% | +347,716+701.5% | 加碼 |
| Banco Santander, S.A. | 400,000 | $3,770 萬 | 0.20% | +400,000 | 新進 |
| EPIQ Capital Group, LLC | 416,238 | $3,924 萬 | 6.97% | −67,927−14.0% | 減碼 |
| Light Street Capital Management, LLC | 433,180 | $4,083 萬 | 2.44% | −236,574−35.3% | 減碼 |
| Hitchwood Capital Management LP | 441,819 | $4,165 萬 | 1.95% | −128,181−22.5% | 減碼 |
| Alta Park Capital, LP | 461,418 | $4,349 萬 | 3.36% | +461,418 | 新進 |
| Fort Point Capital Partners LLC | 542,992 | $5,118 萬 | 7.16% | −195,400−26.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 543,392 | $5,122 萬 | 4.37% | −195,400−26.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 600,000 | $5,656 萬 | 0.12% | 00.0% | 不變 |
| Southpoint Capital Advisors LP | 800,000 | $7,541 萬 | 1.45% | −2,317,800−74.3% | 減碼 |
| Marshall Wace, LLP | 831,770 | $7,840 萬 | 0.16% | +464,660+126.6% | 加碼 |
| Victory Capital Management Inc | 847,575 | $7,989 萬 | 0.07% | +707,237+504.0% | 加碼 |
| XN LP | 867,104 | $8,173 萬 | 7.52% | +867,104 | 新進 |
| GQG Partners LLC | 969,211 | $9,135 萬 | 0.23% | +969,211 | 新進 |
| Goodnow Investment Group, LLC | 1,084,814 | $1.02 億 | 8.65% | +564,130+108.3% | 加碼 |
| FMR LLC | 1,177,218 | $1.11 億 | 0.01% | −34,535−2.9% | 減碼 |
| Thrivent Financial for Lutherans | 1,229,133 | $1.16 億 | 0.22% | −14,271−1.1% | 減碼 |
| Keenan Capital, LLC | 1,292,712 | $1.22 億 | 15.39% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,500,055 | $1.41 億 | 0.03% | +309,385+26.0% | 加碼 |
| Franklin Resources Inc | 1,928,755 | $1.82 億 | 0.07% | +115,222+6.4% | 加碼 |
| Spyglass Capital Management LLC | 2,183,934 | $2.06 億 | 5.46% | +263,091+13.7% | 加碼 |
| BlackRock Inc. | 4,927,590 | $4.64 億 | 0.01% | +903,470+22.5% | 加碼 |
| Spruce House Investment Management LLC | 5,000,000 | $4.71 億 | 14.78% | 00.0% | 不變 |
| Vulcan Value Partners, LLC | 9,706,589 | $9.15 億 | 4.68% | +9,706,589 | 新進 |
| Vanguard Group Inc | 15,530,682 | $14.6 億 | 0.03% | +12,829,680+475.0% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 99,640,489 | $93.9 億 | 51.53% | −8,410,000−7.8% | 減碼 |
| Mission Financial Group, LLC | 377 | – | – | +377 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Marcho Partners LLP | 0 | $0 | 0.00% | −3,326,422−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −304,905−100.0% | 清倉 |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −253,227−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −142,435−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,625−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −28,200−100.0% | 清倉 |
| Silicon Valley Community Foundation | 0 | $0 | 0.00% | −16,986−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −8,469−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,151−100.0% | 清倉 |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −5,836−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −5,120−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,479−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,224−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |