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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 564,477 | $1,944 萬 | 0.00% | +525,353+1,342.8% | 加碼 |
| Morgan Stanley | 610,338 | $2,102 萬 | 0.00% | +195,423+47.1% | 加碼 |
| Barclays PLC | 633,568 | $2,182 萬 | 0.02% | −254,515−28.7% | 減碼 |
| Amundi | 756,034 | $2,330 萬 | 0.02% | +458,509+154.1% | 加碼 |
| Blackstone Group Inc. | 701,521 | $2,416 萬 | 0.08% | −219,100−23.8% | 減碼 |
| Victory Capital Management Inc | 755,410 | $2,602 萬 | 0.03% | −243,214−24.4% | 減碼 |
| Legal & General Group Plc | 861,097 | $2,966 萬 | 0.01% | +426,845+98.3% | 加碼 |
| Brahman Capital Corp. | 899,534 | $3,098 萬 | 3.70% | +899,534 | 新進 |
| Northern Trust Corp | 988,329 | $3,404 萬 | 0.01% | +568,642+135.5% | 加碼 |
| Light Street Capital Management, LLC | 988,480 | $3,404 萬 | 4.96% | −25,500−2.5% | 減碼 |
| Kensico Capital Management Corp | 1,035,000 | $3,565 萬 | 1.60% | +1,035,000 | 新進 |
| Keenan Capital, LLC | 1,277,637 | $4,400 萬 | 8.37% | −96,000−7.0% | 減碼 |
| Geode Capital Management, LLC | 1,309,650 | $4,504 萬 | 0.01% | +836,048+176.5% | 加碼 |
| Scout Investments, Inc. | 1,312,667 | $4,521 萬 | 0.89% | +1,312,667 | 新進 |
| Norges Bank | 1,312,970 | $4,522 萬 | 0.01% | +303,335+30.0% | 加碼 |
| Goodnow Investment Group, LLC | 1,345,710 | $4,635 萬 | 7.14% | +70,880+5.6% | 加碼 |
| No Street GP LP | 1,400,000 | $4,822 萬 | 7.64% | +840,000+150.0% | 加碼 |
| Dorsal Capital Management, LLC | 1,650,000 | $5,683 萬 | 3.78% | +800,000+94.1% | 加碼 |
| First Trust Advisors LP | 1,762,465 | $6,070 萬 | 0.07% | +135,432+8.3% | 加碼 |
| Goldman Sachs Group Inc | 1,880,199 | $6,476 萬 | 0.02% | −356,030−15.9% | 減碼 |
| State Street Corp | 3,040,806 | $1.05 億 | 0.01% | +2,805,820+1,194.0% | 加碼 |
| Spyglass Capital Management LLC | 3,274,387 | $1.13 億 | 6.27% | +246,313+8.1% | 加碼 |
| NetEase, Inc. | 3,513,331 | $1.21 億 | 92.62% | +3,513,331 | 新進 |
| Spruce House Investment Management LLC | 3,740,801 | $1.29 億 | 18.60% | −1,900,846−33.7% | 減碼 |
| Vulcan Value Partners, LLC | 7,588,801 | $2.61 億 | 2.56% | −2,899,921−27.6% | 減碼 |
| BlackRock Inc. | 11,649,373 | $4.01 億 | 0.01% | +5,930,522+103.7% | 加碼 |
| Vanguard Group Inc | 14,272,762 | $4.92 億 | 0.01% | +2,298,954+19.2% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $20.9 億 | 27.81% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,600,294−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −892,111−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −457,190−100.0% | 清倉 |
| Metavasi Capital LP | 0 | $0 | 0.00% | −293,640−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −290,633−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −286,527−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −263,216−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −203,247−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Builders Union LLP | 0 | $0 | 0.00% | −171,855−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −170,900−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −130,252−100.0% | 清倉 |
| Prospect Capital Advisors, LLC | 0 | $0 | 0.00% | −87,090−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −82,677−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −70,798−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −59,272−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −58,000−100.0% | 清倉 |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −50,311−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −30,341−100.0% | 清倉 |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −21,700−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −19,844−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,253−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,388−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,133−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,951−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,438−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,610−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,797−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,977−100.0% | 清倉 |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −4,940−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,464−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,220−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,843−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,346−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Boit C F David | – | – | – | – | 本季未申報 |
| IndexIQ Advisors LLC | – | – | – | – | 本季未申報 |