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。
2022 年第 1 季 13F 持有人
AppLovin Corp 在 2022/3/31 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
- 176
- 較 2021 年第 4 季 +5 家
- 持有股數
- 1.30 億
- 較 2021 年第 4 季 −3,174 萬 (−19.6%)
- 總市值
- $71.8 億
- 較 2021 年第 4 季 −$81.1 億 (−53.0%)
- 新進機構
- 49
- 另有 75 家加碼
- 清倉機構
- 44
- 另有 30 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $33.4 億 | 30.33% | −38,905,489−39.0% | 減碼 |
| Vanguard Group Inc | 11,973,808 | $6.59 億 | 0.02% | −3,556,874−22.9% | 減碼 |
| Vulcan Value Partners, LLC | 10,488,722 | $5.78 億 | 3.54% | +782,133+8.1% | 加碼 |
| BlackRock Inc. | 5,718,851 | $3.15 億 | 0.01% | +791,261+16.1% | 加碼 |
| Spruce House Investment Management LLC | 5,641,647 | $3.11 億 | 17.97% | +641,647+12.8% | 加碼 |
| Spyglass Capital Management LLC | 3,028,074 | $1.67 億 | 5.70% | +844,140+38.7% | 加碼 |
| Goldman Sachs Group Inc | 2,236,229 | $1.23 億 | 0.03% | +736,174+49.1% | 加碼 |
| Southpoint Capital Advisors LP | 2,080,000 | $1.15 億 | 2.22% | +1,280,000+160.0% | 加碼 |
| First Trust Advisors LP | 1,627,033 | $8,960 萬 | 0.09% | +1,355,435+499.1% | 加碼 |
| Thrivent Financial for Lutherans | 1,600,294 | $8,813 萬 | 0.17% | +371,161+30.2% | 加碼 |
| Keenan Capital, LLC | 1,373,637 | $7,565 萬 | 10.58% | +80,925+6.3% | 加碼 |
| Goodnow Investment Group, LLC | 1,274,830 | $7,021 萬 | 7.42% | +190,016+17.5% | 加碼 |
| Millennium Management LLC | 1,169,212 | $6,439 萬 | 0.08% | +941,316+413.0% | 加碼 |
| Light Street Capital Management, LLC | 1,013,980 | $5,584 萬 | 4.36% | +580,800+134.1% | 加碼 |
| Norges Bank | 1,009,635 | $5,560 萬 | 0.01% | +1,009,635 | 新進 |
| Victory Capital Management Inc | 998,624 | $5,371 萬 | 0.05% | +151,049+17.8% | 加碼 |
| Blackstone Group Inc. | 920,621 | $5,070 萬 | 0.13% | +920,621 | 新進 |
| HRT Financial LP | 892,111 | $4,913 萬 | 0.35% | +892,111 | 新進 |
| Barclays PLC | 888,083 | $4,891 萬 | 0.04% | +888,083 | 新進 |
| Dorsal Capital Management, LLC | 850,000 | $4,681 萬 | 2.38% | +850,000 | 新進 |
| Marshall Wace, LLP | 729,758 | $4,019 萬 | 0.08% | −102,012−12.3% | 減碼 |
| No Street GP LP | 560,000 | $3,084 萬 | 4.18% | +295,000+111.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 544,396 | $2,998 萬 | 2.59% | +1,004+0.2% | 加碼 |
| Fort Point Capital Partners LLC | 542,992 | $2,990 萬 | 4.55% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 516,187 | $2,843 萬 | 0.04% | +170,420+49.3% | 加碼 |
| Geode Capital Management, LLC | 473,602 | $2,608 萬 | 0.00% | +78,100+19.7% | 加碼 |
| Jane Street Group, LLC | 470,775 | $2,593 萬 | 0.05% | +447,648+1,935.6% | 加碼 |
| Brighton Jones LLC | 468,200 | $2,578 萬 | 1.20% | +468,200 | 新進 |
| GAM Holding AG | 457,190 | $2,518 萬 | 1.25% | +188,870+70.4% | 加碼 |
| Legal & General Group Plc | 434,252 | $2,391 萬 | 0.01% | +411,155+1,780.1% | 加碼 |
| Citadel Advisors LLC | 428,497 | $2,360 萬 | 0.03% | +113,618+36.1% | 加碼 |
| Northern Trust Corp | 419,687 | $2,311 萬 | 0.00% | +22,405+5.6% | 加碼 |
| Morgan Stanley | 414,915 | $2,285 萬 | 0.00% | +310,536+297.5% | 加碼 |
| EPIQ Capital Group, LLC | 413,103 | $2,275 萬 | 6.22% | −3,135−0.8% | 減碼 |
| Greenstone Partners & Co., LLC | 402,315 | $2,216 萬 | 19.02% | +159,449+65.7% | 加碼 |
| Metavasi Capital LP | 293,640 | $1,617 萬 | 10.20% | +92,640+46.1% | 加碼 |
| Franklin Resources Inc | 290,633 | $1,600 萬 | 0.01% | −1,638,122−84.9% | 減碼 |
| Alta Park Capital, LP | 286,527 | $1,578 萬 | 1.96% | −174,891−37.9% | 減碼 |
| Makena Capital Management LLC | 284,815 | $1,569 萬 | 1.90% | +284,815 | 新進 |
| Amundi | 297,525 | $1,544 萬 | 0.01% | +296,596+31,926.4% | 加碼 |
| ExodusPoint Capital Management, LP | 263,216 | $1,450 萬 | 0.21% | +118,772+82.2% | 加碼 |
| Global Endowment Management, LP | 238,961 | $1,316 萬 | 0.94% | +44,686+23.0% | 加碼 |
| State Street Corp | 234,986 | $1,294 萬 | 0.00% | +86,336+58.1% | 加碼 |
| Price T Rowe Associates Inc | 231,919 | $1,277 萬 | 0.00% | −30,244−11.5% | 減碼 |
| Crescent Park Management, L.P. | 231,648 | $1,276 萬 | 2.07% | +49,891+27.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 218,954 | $1,206 萬 | 0.10% | +163,416+294.2% | 加碼 |
| Balyasny Asset Management LLC | 203,247 | $1,119 萬 | 0.05% | +82,086+67.7% | 加碼 |
| Honeycomb Asset Management LP | 200,000 | $1,101 萬 | 1.57% | +200,000 | 新進 |
| Davidson Kempner Capital Management LP | 200,000 | $1,100 萬 | 0.16% | +50,000+33.3% | 加碼 |
| Bamco Inc | 194,467 | $1,071 萬 | 0.03% | −24,503−11.2% | 減碼 |
| Charles Schwab Investment Management Inc | 189,940 | $1,046 萬 | 0.00% | +46,030+32.0% | 加碼 |
| California Public Employees Retirement System | 189,328 | $1,043 萬 | 0.01% | +189,328 | 新進 |
| First Republic Investment Management, Inc. | 177,005 | $974.8 萬 | 0.02% | +23,421+15.2% | 加碼 |
| Builders Union LLP | 171,855 | $946.4 萬 | 6.37% | −58,793−25.5% | 減碼 |
| Ergoteles LLC | 170,900 | $941.1 萬 | 0.36% | −191,233−52.8% | 減碼 |
| Invesco Ltd. | 168,085 | $925.7 萬 | 0.00% | +7,673+4.8% | 加碼 |
| Bank of America Corp | 159,991 | $881.0 萬 | 0.00% | +111,128+227.4% | 加碼 |
| Ci Investments Inc. | 134,225 | $739.2 萬 | 0.03% | +40.0% | 加碼 |
| Baker Avenue Asset Management, LP | 132,860 | $731.7 萬 | 0.40% | −15,687−10.6% | 減碼 |
| Qube Research & Technologies Ltd | 130,252 | $717.3 萬 | 0.06% | +130,252 | 新進 |
| Susquehanna International Group, LLP | 112,964 | $622.1 萬 | 0.01% | −40,202−26.2% | 減碼 |
| Burleson & Company, LLC | 110,583 | $609.0 萬 | 0.98% | +80,987+273.6% | 加碼 |
| Renaissance Technologies LLC | 94,100 | $518.2 萬 | 0.01% | +94,100 | 新進 |
| Prospect Capital Advisors, LLC | 87,090 | $479.6 萬 | 2.23% | +51,200+142.7% | 加碼 |
| LMR Partners LLP | 82,677 | $455.3 萬 | 0.07% | +82,677 | 新進 |
| Allianz Asset Management GmbH | 72,600 | $399.8 萬 | 0.00% | +72,600 | 新進 |
| Brookfield Asset Management Inc. | 70,798 | $389.9 萬 | 0.01% | +70,798 | 新進 |
| Squarepoint Ops LLC | 69,930 | $385.1 萬 | 0.03% | +53,070+314.8% | 加碼 |
| Cinctive Capital Management LP | 66,175 | $364.4 萬 | 0.16% | +54,825+483.0% | 加碼 |
| Wade G W & Inc | 64,799 | $356.8 萬 | 0.15% | +7,844+13.8% | 加碼 |
| Hiddenite Capital Partners LP | 59,272 | $326.4 萬 | 5.13% | +25,800+77.1% | 加碼 |
| Maytus Capital Management, LLC | 58,000 | $319.4 萬 | 0.79% | +58,000 | 新進 |
| Raymond James & Associates | 57,743 | $318.0 萬 | 0.00% | +30,112+109.0% | 加碼 |
| Royal London Asset Management Ltd | 54,338 | $298.9 萬 | 0.01% | +54,338 | 新進 |
| Renaissance Capital LLC | 52,601 | $289.7 萬 | 1.23% | −10,693−16.9% | 減碼 |
| Cohen Capital Management, Inc. | 50,721 | $279.3 萬 | 0.49% | +27,100+114.7% | 加碼 |
| UBS Group AG | 50,486 | $278.0 萬 | 0.00% | +22,773+82.2% | 加碼 |
| O'Shares Investment Advisers, LLC | 50,311 | $277.1 萬 | 0.22% | +50,311 | 新進 |
| Clearbridge Investments, LLC | 40,578 | $223.5 萬 | 0.00% | +26,128+180.8% | 加碼 |
| Bank of New York Mellon Corp | 39,124 | $215.5 萬 | 0.00% | +6,942+21.6% | 加碼 |
| Comprehensive Financial Management LLC | 39,000 | $214.8 萬 | 0.04% | 00.0% | 不變 |
| Camden Capital, LLC | 37,469 | $206.3 萬 | 0.45% | +200+0.5% | 加碼 |
| Cresset Asset Management, LLC | 35,008 | $192.8 萬 | 0.02% | −1,192−3.3% | 減碼 |
| Allen Investment Management LLC | 33,000 | $181.7 萬 | 0.02% | 00.0% | 不變 |
| Walleye Capital LLC | 31,533 | $173.7 萬 | 0.05% | +23,053+271.9% | 加碼 |
| Caption Management, LLC | 30,341 | $167.1 萬 | 0.11% | −22,959−43.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $160.3 萬 | 0.01% | 00.0% | 不變 |
| Credit Suisse AG | 29,079 | $160.1 萬 | 0.00% | +18,483+174.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 28,507 | $157.0 萬 | 0.02% | +7,294+34.4% | 加碼 |
| Alpha Family Trust | 26,358 | $145.2 萬 | 0.59% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 25,837 | $142.3 萬 | 0.00% | +7,773+43.0% | 加碼 |
| Aviva PLC | 24,311 | $133.9 萬 | 0.01% | +24,311 | 新進 |
| Citigroup Inc | 22,749 | $125.3 萬 | 0.00% | +20,227+802.0% | 加碼 |
| Tiger Management L.L.C. | 21,700 | $119.5 萬 | 0.32% | +21,700 | 新進 |
| Schonfeld Strategic Advisors LLC | 21,212 | $116.8 萬 | 0.01% | +21,212 | 新進 |
| Utah Retirement Systems | 21,100 | $116.2 萬 | 0.02% | +21,100 | 新進 |
| Stifel Financial Corp | 19,844 | $109.3 萬 | 0.00% | −11,787−37.3% | 減碼 |
| UBS Asset Management Americas Inc | 19,171 | $105.6 萬 | 0.00% | +19,171 | 新進 |
| Bank of Montreal | 18,550 | $102.7 萬 | 0.00% | −91,349−83.1% | 減碼 |
| Centiva Capital, LP | 18,253 | $100.5 萬 | 0.06% | +18,253 | 新進 |