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 2 季 13F 持有人
AppLovin Corp 在 2022/6/30 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
- 228
- 較 2022 年第 1 季 +55 家
- 持有股數
- 1.45 億
- 較 2022 年第 1 季 +1,436 萬 (+11.0%)
- 總市值
- $49.8 億
- 較 2022 年第 1 季 −$22.0 億 (−30.6%)
- 新進機構
- 95
- 另有 72 家加碼
- 清倉機構
- 40
- 另有 44 家減碼
另有 3 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 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 | $20.9 億 | 27.81% | 00.0% | 不變 |
| Vanguard Group Inc | 14,272,762 | $4.92 億 | 0.01% | +2,298,954+19.2% | 加碼 |
| BlackRock Inc. | 11,649,373 | $4.01 億 | 0.01% | +5,930,522+103.7% | 加碼 |
| Vulcan Value Partners, LLC | 7,588,801 | $2.61 億 | 2.56% | −2,899,921−27.6% | 減碼 |
| Spruce House Investment Management LLC | 3,740,801 | $1.29 億 | 18.60% | −1,900,846−33.7% | 減碼 |
| NetEase, Inc. | 3,513,331 | $1.21 億 | 92.62% | +3,513,331 | 新進 |
| Spyglass Capital Management LLC | 3,274,387 | $1.13 億 | 6.27% | +246,313+8.1% | 加碼 |
| State Street Corp | 3,040,806 | $1.05 億 | 0.01% | +2,805,820+1,194.0% | 加碼 |
| Goldman Sachs Group Inc | 1,880,199 | $6,476 萬 | 0.02% | −356,030−15.9% | 減碼 |
| First Trust Advisors LP | 1,762,465 | $6,070 萬 | 0.07% | +135,432+8.3% | 加碼 |
| Dorsal Capital Management, LLC | 1,650,000 | $5,683 萬 | 3.78% | +800,000+94.1% | 加碼 |
| No Street GP LP | 1,400,000 | $4,822 萬 | 7.64% | +840,000+150.0% | 加碼 |
| Goodnow Investment Group, LLC | 1,345,710 | $4,635 萬 | 7.14% | +70,880+5.6% | 加碼 |
| Norges Bank | 1,312,970 | $4,522 萬 | 0.01% | +303,335+30.0% | 加碼 |
| Scout Investments, Inc. | 1,312,667 | $4,521 萬 | 0.89% | +1,312,667 | 新進 |
| Geode Capital Management, LLC | 1,309,650 | $4,504 萬 | 0.01% | +836,048+176.5% | 加碼 |
| Keenan Capital, LLC | 1,277,637 | $4,400 萬 | 8.37% | −96,000−7.0% | 減碼 |
| Kensico Capital Management Corp | 1,035,000 | $3,565 萬 | 1.60% | +1,035,000 | 新進 |
| Light Street Capital Management, LLC | 988,480 | $3,404 萬 | 4.96% | −25,500−2.5% | 減碼 |
| Northern Trust Corp | 988,329 | $3,404 萬 | 0.01% | +568,642+135.5% | 加碼 |
| Brahman Capital Corp. | 899,534 | $3,098 萬 | 3.70% | +899,534 | 新進 |
| Legal & General Group Plc | 861,097 | $2,966 萬 | 0.01% | +426,845+98.3% | 加碼 |
| Victory Capital Management Inc | 755,410 | $2,602 萬 | 0.03% | −243,214−24.4% | 減碼 |
| Blackstone Group Inc. | 701,521 | $2,416 萬 | 0.08% | −219,100−23.8% | 減碼 |
| Amundi | 756,034 | $2,330 萬 | 0.02% | +458,509+154.1% | 加碼 |
| Barclays PLC | 633,568 | $2,182 萬 | 0.02% | −254,515−28.7% | 減碼 |
| Morgan Stanley | 610,338 | $2,102 萬 | 0.00% | +195,423+47.1% | 加碼 |
| Bank of New York Mellon Corp | 564,477 | $1,944 萬 | 0.00% | +525,353+1,342.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 544,346 | $1,875 萬 | 1.86% | −500.0% | 減碼 |
| Fort Point Capital Partners LLC | 542,992 | $1,870 萬 | 3.33% | 00.0% | 不變 |
| Southpoint Capital Advisors LP | 530,000 | $1,825 萬 | 0.52% | −1,550,000−74.5% | 減碼 |
| Swiss National Bank | 515,600 | $1,776 萬 | 0.01% | +515,600 | 新進 |
| Brighton Jones LLC | 467,871 | $1,611 萬 | 0.93% | −329−0.1% | 減碼 |
| Nuveen Asset Management, LLC | 457,777 | $1,577 萬 | 0.01% | +457,777 | 新進 |
| Greenstone Partners & Co., LLC | 453,585 | $1,562 萬 | 16.65% | +51,270+12.7% | 加碼 |
| Hampton Road Capital Management LP | 440,000 | $1,515 萬 | 4.38% | +433,592+6,766.4% | 加碼 |
| UBS Asset Management Americas Inc | 431,518 | $1,486 萬 | 0.01% | +412,347+2,150.9% | 加碼 |
| Holocene Advisors, LP | 422,853 | $1,456 萬 | 0.09% | +422,853 | 新進 |
| EPIQ Capital Group, LLC | 368,214 | $1,268 萬 | 5.28% | −44,889−10.9% | 減碼 |
| Indaba Capital Management, L.P. | 359,400 | $1,238 萬 | 1.63% | +359,400 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 352,494 | $1,214 萬 | 0.01% | +352,494 | 新進 |
| Davidson Kempner Capital Management LP | 350,000 | $1,205 萬 | 0.23% | +150,000+75.0% | 加碼 |
| Marshall Wace, LLP | 347,395 | $1,197 萬 | 0.03% | −382,363−52.4% | 減碼 |
| Makena Capital Management LLC | 345,967 | $1,192 萬 | 1.94% | +61,152+21.5% | 加碼 |
| Invesco Ltd. | 332,919 | $1,146 萬 | 0.00% | +164,834+98.1% | 加碼 |
| California Public Employees Retirement System | 320,526 | $1,104 萬 | 0.01% | +131,198+69.3% | 加碼 |
| Twinbeech Capital LP | 307,007 | $1,057 萬 | 0.47% | +307,007 | 新進 |
| Global Endowment Management, LP | 284,343 | $979.3 萬 | 0.86% | +45,382+19.0% | 加碼 |
| New York State Common Retirement Fund | 244,700 | $842.7 萬 | 0.01% | +244,700 | 新進 |
| California State Teachers Retirement System | 244,557 | $842.3 萬 | 0.01% | +244,557 | 新進 |
| Royal Bank of Canada | 242,025 | $833.5 萬 | 0.00% | +234,817+3,257.7% | 加碼 |
| Charles Schwab Investment Management Inc | 225,476 | $776.6 萬 | 0.00% | +35,536+18.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 218,843 | $753.7 萬 | 0.02% | +218,843 | 新進 |
| Rhumbline Advisers | 214,351 | $738.2 萬 | 0.01% | +214,351 | 新進 |
| Price T Rowe Associates Inc | 205,620 | $708.2 萬 | 0.00% | −26,299−11.3% | 減碼 |
| Norwood Investment Partners, LP | 188,141 | $648.0 萬 | 5.68% | +188,141 | 新進 |
| Renaissance Technologies LLC | 166,200 | $572.4 萬 | 0.01% | +72,100+76.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 158,271 | $545.1 萬 | 0.01% | −357,916−69.3% | 減碼 |
| First Republic Investment Management, Inc. | 150,221 | $517.4 萬 | 0.01% | −26,784−15.1% | 減碼 |
| Bank of America Corp | 140,501 | $484.0 萬 | 0.00% | −19,490−12.2% | 減碼 |
| Ci Investments Inc. | 134,224 | $462.3 萬 | 0.02% | −10.0% | 減碼 |
| Baker Avenue Asset Management, LP | 132,860 | $457.6 萬 | 0.31% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 129,350 | $445.5 萬 | 0.13% | +129,350 | 新進 |
| Engineers Gate Manager LP | 119,123 | $410.3 萬 | 0.15% | +119,123 | 新進 |
| Public Employees Retirement System of Ohio | 112,013 | $385.8 萬 | 0.02% | +112,013 | 新進 |
| Deutsche Bank AG | 107,025 | $368.5 萬 | 0.00% | +106,124+11,778.5% | 加碼 |
| Renaissance Capital LLC | 101,706 | $350.3 萬 | 1.87% | +49,105+93.4% | 加碼 |
| Voya Investment Management LLC | 95,407 | $328.6 萬 | 0.01% | +95,407 | 新進 |
| Treasurer of the State of North Carolina | 95,160 | $327.7 萬 | 0.02% | +95,160 | 新進 |
| Credit Suisse AG | 94,913 | $326.8 萬 | 0.00% | +65,834+226.4% | 加碼 |
| Bamco Inc | 94,047 | $323.9 萬 | 0.01% | −100,420−51.6% | 減碼 |
| Aviva PLC | 93,632 | $322.5 萬 | 0.02% | +69,321+285.1% | 加碼 |
| Alliancebernstein L.P. | 89,622 | $308.7 萬 | 0.00% | +79,665+800.1% | 加碼 |
| State of Wisconsin Investment Board | 83,326 | $287.0 萬 | 0.01% | +83,326 | 新進 |
| Susquehanna International Group, LLP | 76,436 | $263.2 萬 | 0.01% | −36,528−32.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 76,099 | $262.1 萬 | 0.01% | +76,099 | 新進 |
| Royal London Asset Management Ltd | 66,274 | $228.3 萬 | 0.01% | +11,936+22.0% | 加碼 |
| Wade G W & Inc | 65,021 | $223.9 萬 | 0.10% | +222+0.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 63,055 | $217.2 萬 | 0.01% | +63,055 | 新進 |
| Raymond James & Associates | 61,843 | $213.0 萬 | 0.00% | +4,100+7.1% | 加碼 |
| Millennium Management LLC | 61,433 | $211.6 萬 | 0.00% | −1,107,779−94.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,700 | $205.6 萬 | 0.01% | +30,600+105.2% | 加碼 |
| Clearbridge Investments, LLC | 53,096 | $182.9 萬 | 0.00% | +12,518+30.8% | 加碼 |
| Squarepoint Ops LLC | 52,286 | $180.1 萬 | 0.02% | −17,644−25.2% | 減碼 |
| Asset Management One Co.,Ltd. | 52,313 | $180.1 萬 | 0.01% | +52,313 | 新進 |
| Cohen Capital Management, Inc. | 51,521 | $177.4 萬 | 0.36% | +800+1.6% | 加碼 |
| Amalgamated Bank | 50,568 | $174.2 萬 | 0.02% | +50,568 | 新進 |
| Gotham Asset Management, LLC | 50,310 | $173.3 萬 | 0.06% | +50,310 | 新進 |
| Andra AP-fonden | 48,900 | $168.4 萬 | 0.05% | +48,900 | 新進 |
| CWM Advisors, LLC | 47,795 | $164.6 萬 | 0.22% | +47,795 | 新進 |
| Citigroup Inc | 47,594 | $163.9 萬 | 0.00% | +24,845+109.2% | 加碼 |
| Jane Street Group, LLC | 46,884 | $161.5 萬 | 0.00% | −423,891−90.0% | 減碼 |
| Citadel Advisors LLC | 46,629 | $160.6 萬 | 0.00% | −381,868−89.1% | 減碼 |
| Alps Advisors Inc | 43,969 | $151.4 萬 | 0.01% | +43,969 | 新進 |
| Utah Retirement Systems | 40,000 | $137.8 萬 | 0.02% | +18,900+89.6% | 加碼 |
| Comprehensive Financial Management LLC | 39,000 | $134.3 萬 | 0.04% | 00.0% | 不變 |
| Pictet Asset Management SA | 38,567 | $132.8 萬 | 0.00% | +38,567 | 新進 |
| Camden Capital, LLC | 37,469 | $129.0 萬 | 0.34% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,100 | $124.3 萬 | 0.02% | +36,100 | 新進 |
| Cresset Asset Management, LLC | 35,018 | $120.6 萬 | 0.01% | +100.0% | 加碼 |